Checklists
We have created a number of checklists that can be downloaded to make your Tax Time easier. Simply click on the name of the checklist that you would like.
This checklist is to designed to help you when preparing what to bring to your appointment.
The easiest way to complete your individual tax return if you don’t live locally or are simply too busy to make your way into our office. Tax Lite has been designed for those people who have a relatively simple tax return situation.
If you have out-of-pocket medical expenses that exceed $2,000, you may be eligible for the Medical Expenses tax offset. You can claim expenses relating to an illness or operatiosn paid to legally qualified doctors, nurses or chemists and public or private hospitals. However, expenses for some cosmetic operations are excluded.
This checklist outlines the information that is required if you have sold shares or property during the financial year.
The Education Tax Refund (ETR) provides for a 50% refundable tax offset for eligible expenses incurred with respect to the cost of education for your children. You can claim the 50% offset on up to $750 of eligible expenses for each primary school child and up to $1,500 for each secondary school child. In order to receive the ETR, you must be entitled to the Family Tax Benefit Part A.
A checklist designed to keep track of rental income and expenses.
