Personal Income Tax Return - Year End Checklist 2019 Fast Track Tax Return...no appointment required, and the same great service! Name* First Last Address* Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Email* Phone*Bank Account Name*BSB Number*Account Number*Provide Spouse's TFN if we do not prepare their tax returnProvide Spouses Taxable Income if we do not prepare their tax returnINCOME Select All PAYG Summaries from employment Centrelink Payment Summary Employment Lump Sum Payments or Eligible Termination Payment Statement Interest earned from bank accounts or term deposits Dividends - please provide copies of dividends advice slips received during the year Income from Partnership or Trust Capital Gains or Losses Income and expenses relation to investment property Foreign Pensions WORK RELATED EXPENSES Select All Motor Vehicle Expenses Travel Expenses Work Related Clothing - purchase & laundry expenses Self-Education Expenses Other Work Related Expenses such as: Union Fees (if not included on your PAYG summary from employer) Purchase or repair of equipment used for work purposes Meal purchase when working overtime Sick & Accident or Income Protection Insurance Premiums Work Related Phone Expenses Books, journals, professional libraries, seminar, conference or other training expenses Subscription to professional bodies Sun Protection FINALLY, DON'T FORGET Select All Gifts & Donations (does not include if you received an item in return for the donation) School building levies Copy of your Private Health Insurance Statement Any additional information you wish to include:
