Income Tax Returns

We provide quick, cost effective tax return services to maximise your potential refund and minimise your costs. We work to ensure that you are not paying more tax than you need to. After hours and weekend appointments available.

Your Tax Appointment at Exact Accounting Port Lincoln

  What to bring to your appointment:

1. Client Details form -  Client Details Form

2. Anything from the 2019 checklist that you have  - 2019 Tax Return Appointment Checklist

3. Copy of last years tax return if you have it handy.

4. Eftpos or cash payment to access the Pay on the Day Discount offer

So we can make the most of your tax appointment please bring any of the following that you have:

INCOME

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

DEDUCTIONS & EXPENSES

  • A list of work-related expenses (with receipts). This includes your motor vehicle log
  • 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 that you have made from your after tax wages
  • Amount of HELP debt or Financial Supplement loans outstanding
  • Out of pocket medical expenses if you have spent more than $2,265 on disability aids, attendant care or aged care

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.
  • The bank account details for where you want your tax refund deposited into
  • Photo ID with your current residential address

Checklist for 2019 Tax Time