Personal Tax Return

Personal Tax Return

We work hard to keep your personal finances in order and ensure you get the best income tax return that you’re entitled to.

We let you know exactly what you can claim, what receipts you need to keep and how to maximise your return. Our aim is to make your income tax return as stress-free as possible to give you more time to do the things you love. Our clients trust ITP to get the job done as expertly as possible.

What will you need

So we can make the most of your tax appointment, you will need to bring a few documents and receipts with you.

INCOME STATEMENTS

  • PAYG Payment Summaries (previously Group Certificates) You should be provided a copy from your employer.
  • Payment Summaries from Centrelink for example, Newstart, Youth Allowance, Disability Pension
  • Eligible termination payments
  • Interest earned from bank accounts
  • Share dividend statements

What you need cont...

INCOME STATEMENTS CONT…

  • Annual tax statements from trusts, managed investments, property and cash management trusts
  • Income and expenses from investment properties

DEDUCTIONS & EXPENSES

  • A list of work-related expenses (with receipts). This includes your motor vehicle log
  • Receipts of charitable donations
  • Interest and fees on investment loans
  • Donations to charities (unless you get a ticket to win something in return, those ones don’t count)
  • School building levies and library funds
  • Fee charged for previous year’s tax return
  • Income protection insurance
  • Sickness and accident insurance
  • Private health insurance
  • Any extra superannuation contributions
  • Amount of HELP debt or Financial Supplement loans outstanding
  • Out of pocket medical expenses for disability aids only in excess of $2,265

OTHER DETAILS

  • Bring the details of your spouse, including their date of birth and taxable income to check if you may be eligible for tax benefits.

HOME LOAN OPTIONS
TO SUIT YOUR REQUIREMENTS

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ITP PREPARES EVERYTHING

If you’re looking to maximize your security and prosperity right through into retirement, then an ITP Self Managed Super Fund may well be for you

 

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T&Cs

Our Commitment to Your Privacy: As a client of ITP we are committed to ensuring the privacy of your information and we understand how important the privacy of your personal information is to you. With the introduction of the amendments to the Privacy Act 1988 we appointed a Privacy Officer to ensure our policies are adhered to.You can be assured, as a client of ITP that we will make every reasonable effort to protect and keep confidential any information you provide to us.

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