Personal

As an Australian resident for taxation purpose, it is a requirement to declare all income that you have received worldwide in your personal / individual tax return.

Aussizz Tax located in Melbourne’s various Suburbs like Oakleigh, Dandenong, and Point cook is the best option to assist you in the preparation of your individual tax returns. You can get your individual tax return done by simply calling our office and speaking to one of our friendly staff and providing some basic information or you can fill your details in Contact us form from our website. Dealing with hundreds of income tax returns every year, our team is capable enough of solving each and every query that you may have to maximize your eligible deductions whilst still being ATO compliant.

List of Documents

To make the most of your appointment, we advise that you bring the all of the following documents that are relevant to you:

Deductions

  • A list of work-related expenses (with receipts). This includes your motor vehicle log book
  • Interest and fees on investment loans
  • Donations to charities (unless you get a ticket to win something in return, those ones don’t count)
  • Details of amounts spent on self-education.
  • Fee charged for previous year’s tax return
  • Income protection insurance
  • Sickness and accident insurance
  • Private health insurance statement from the provider.
  • Any extra superannuation contributions
  • Amount of HELP debt or Financial Supplement loans outstanding

Income

  • PAYG Payment Summaries (previously Group Certificates)
  • Details of any distribution from companies, trusts or partnerships
  • Payment Summaries from Centrelink
  • Interest earned from bank accounts
  • Share dividend statements

Other

  • Spouse details (Full name, income etc)