What To Bring To Your Tax Appointment

Not sure what you need to bring to your Income Tax Return appointment? As a general rule of thumb, here is a list of documents you should bring with you (if applicable)

  • Work-Related Expenses
  • Interest Earned
  • Managed Funds
  • Dividends
  • Donations
  • Bank Details (BSB, Acc Name & Number)
  • Income Protection Insurance
  • If new to our firm – a copy of last years Income Tax Return

Reminder, if you’re lodging your tax return yourself this year, the official window to do this closes on 31 October… however, if you lodge through us as your registered Tax Agent, you get an extension to this date.

Phone us on 07 4638 5300 to book your appointment or visit our website here www.moorelewis.com.au.

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