Individual Income Tax Returns – Mount Annan

Your annual income tax refund will often be the largest lump sum amount your bank account sees each year. Therefore, you owe it to yourself to ensure you maximize your tax refund each and every year. Our team at Claritax, based in Mount Annan near Narellan, is dedicated to working alongside you to make sure your tax return is 100% accurate and that all possible tax deductions are included for your benefit. We offer multiple ways of working with you and guarantee quick turnaround times for our clients.

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Documents to prepare before your tax return appointment

Income

  • Photo identification (such as licence or passport)
  • Bank details for your tax refund (if any)
  • Annual Income Statements (PAYG, Termination)
  • Details of spouse’s taxable income
  • Annual bank statement showing interest earned
  • Annual income and expenses for investment properties
  • Dividend statements
  • Annual share trading reports
  • Annual statements from managed investment funds
  • Annual private health insurance statement
  • Last year’s tax return

Deductions

  • Details of Income Protection Insurance, Sickness and Accident Insurance
  • Expense statements/receipts for an investment property
  • Evidence of donations to charities
  • Evidence of working from home hours
  • Accounting Fees receipt for previous year’s tax return
  • Log book and expense receipts for work-related car expenses
  • Receipts for work-related travel expenses
  • Receipts for tools, equipment, and uniform
  • Education-related expenses

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