2016 Tax Return Checklist
Preparing your 2016 tax return? Make sure you consider the following questions:
1. Have you declared all income and ensure it is consistent with the information the ATO has on you?
- PAYG Payment Summary
- Centrelink Summary
- Bank and Dividend Statements
- Rental Income Statement
- Trust or Partnership Distributions
2. Have you included all capital gains and applied any discounts you may be eligible for?
3. Have you captured all deductible expenses you incurred during FY 2016?
- Work Related Expenses
- Self Education Expenses
- Travelling Expenses
- Car Expenses
- Gifts and Donations
- Uniform Expenses
- Rental Property Expenses
4. Have you taken advanatge of and complied with obligations relating to, where applicable,
- Private Health Insurance and Medicare Surcharge
- Study and Training Support Loans (HECS, HELP, SSL, TSL, SFSS)
We can help you with the above.
Contact Pearce Davis today.