What to bring - Happy Tax

What to Bring

For faster returns please read the below before your appointment.

What to Bring to Your Appointment

  1. Your PAYG payment summaries (group certificates) or statement of earnings
  2. Government payment summaries (eg. pension, austudy, newstart allowance etc)
  3. Interest and dividend income
  4. Other income eg. Income from managed funds, business income, partnership income, rental income or capital gains details
  5. Receipts or details of work related deductions
  6. Dependent spouse and children details
  7. Spouse income for Medicare levy surcharge purposes
  8. Private health fund statement
  9. HECS and/or financial supplement loan statements
  10. Child care benefit letter and approved child care expenses
  11. Last year’s tax return and assessment notice (if available)
  12. If you want your refund paid into your bank account, make sure you have the account number and BSB