The Tax Shop Checklist - Print this page and post together with workpapers to:

           

      
           The Tax Shop
            Reply Paid 67728
            Shepparton VIC 3630    

Your Name: ...............................................................................

Contact Phone Number(s): H............... W............... M..............

T.F.N: .....................................................D.O.B:...../...../...........

Occupation: ............................. Email:......................................

Convenient time to call between: ....... to ...... Day: ...............

Address: .................................................... Post Code: ...........

BSB: _ _ _ _ _ _ ACC#: .....................

ACC Name: ........................................

Have you provided the following?

Original PAYG Summary(s) from employers.

Centrelink Summary(s) statement for the full year.

Prior year tax return & assessment notice (if available).

Details & receipts of any work & other deductions.

Interest income & dividend statements.

Private health Insurance details.

 Details of any investments/rental properties etc, including address of property, when purchased, how many weeks rented or leased, 
     expenses incurred etc.

Details of capital gains/losses.

Spouse's income details.

Current bank account details to enable us to electronically deposit your refund into your account - six digit BSB & account number.