Personal Income Tax Return - Year End Checklist 2020 Name* First Last Address* Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Phone*Email* Have you had your tax return completed with us before?*YesNoTax File Number*Date of Birth* DD MM YYYY Provide a photo of you holding your Photo ID*Second ID (e.g. Medicare Card)*Bank Account Name*BSB*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 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 Upload Income Information Drop files here or Work Related Expenses (click + to add more expenses)ExpenseAmount Spent Motor Vehicle Expenses, Travel Expenses, Work Related Clothing, Self Education Expenses, OtherUpload Receipts Drop files here or Other Information (click + to add more)ExpenseAmount Gifts & Donations (does not include if you received an item in return for the donation), School building levies, Private Health Insurance StatementPayment Options* Upfront today over the phone - we will contact you to process your credit card over the phone or call us on 1300 780 191. Upfront today online - we will send you a link to pay by credit card online. Pay on the day. Upload other documentation Drop files here or Any additional information you wish to include:
