Infinity Group | Insurance

WHAT YOU NEED TO BRING TO YOUR APPOINTMENT

Tax season is almost upon us, therefore we have compiled a list of thing we need from you to complete your 2015/16 tax return.

Things we prefer to have prior to a meeting:

Your full name
Your date of birth
Your tax file number (this can be found on your group certificate or previous years ATO Notice of Assessment)

Once we have received the information above, we can set you up on our system and be ready to go when you come in to see us.

Things we need during the meeting:

Income/revenue documents –

Group certificate/s (given to you by your employer)
Details of termination payments or any other lump sum payments received (given to you by your employer)
Details of any interest earned from banks or other financial institutions (this information can be found on summary on online banking or on the bank/financial institution statement)
Details of dividends received
Details of any income you have received through your ABN
Any other income (Capital gains, foreign income etc.)

Details of the following expenses –

Motor vehicle expenses (log book or any diary notes)
Other travel expenses i.e. parking, tolls etc.
Uniforms and work related clothing expenses (including laundry expenses)
Income protection premiums
Payments to approved charities
Prior year tax preparation bill
Any other work related expenses (mobile, internet, home office, unions fees etc.)

*Please note lists above are not exhaustive.

The allowable deductions will vary from job to job. We therefore recommend you bring along any expenses that you think could be a deduction and we will advise you whether it is claimable or not.

To book an appointment call one of our friendly staff on 03 9792 2772 or alternatively email shehan@infinitygrp.com.au.