Not sure what to bring to your appointment?

At The Tax Shop we endeavour to have your return completed during your interview and lodged in a timely manner.

To avoid you having to go home and source documents that you didn't know you needed, we have provided a checklist that helps you gather all the info necessary.

  • Original PAYG Summary(s) from employers.
  • Centrelink Summary(s) statements for the full year.
  • Details and receipts for work and other deductions.
  • Interest income, dividend statements and managed investment statements.
  • Private health Insurance statement.
  • 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. (eg. Sale of shares or an investment property.)
  • Spouse’s income details.
  • Your tax file number and current bank account details to enable us to electronically deposit your refund into your account – Account name, six-digit BSB and account number (as per your bank statement.)

Send your info to us:

You can email your documents to us, along with your name and contact details to: 

Or you can send them by mail to:

The Tax Shop Head Office
Reply Paid 67728