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Tax Checklist

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Tax Checklist

Maximize Your Tax Return with BookBrite Accounting & Taxation Advisers

Tax season can feel overwhelming, but with the right guidance and preparation, you can streamline the process and maximize your tax refund. At BookBrite Accounting & Taxation Advisers, we ensure our clients are fully prepared with a detailed tax checklist to simplify their tax filing experience. Whether you're an individual, a business owner, or an investor, this checklist will help you stay organized and compliant.

Tax Checklist

Personal Information

Tax File Number (TFN) Ensure your TFN is handy for all tax-related documentation.

Bank Account Details: Provide up-to-date bank account information to receive refunds promptly.

Spouse/Partner Details Include their name, TFN, and income details if applicable.

Dependent Information Ensure information about dependents is accurate for eligible tax offsets.

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Tax Checklist

Income Documentation

  • PAYG payment summaries or income statements from employers.
  • Allowances, overtime, bonuses, and other income.

  • Bank statements for interest earned.
  • Dividend statements from shares or managed funds.
  • Cryptocurrency transaction reports.

  • Annual rental statements.
  • Details of rental income and expenses, including repairs and maintenance.

  • Income statements and receipts for all transactions.
  • Records of business expenses for deductions.

  • Foreign income details.
  • Capital gains from property, shares, or other investments.
  • Government payments (e.g., Centrelink benefits, pensions).
Additional Considerations
Tax Checklist

Additional Considerations

At BookBrite, we ensure all aspects of your tax requirements are met, including:

  • Keep all receipts, statements, and records for at least five years.
  • Use BookBrite’s digital tools for easy record storage and management.

  • Ensure all CGT events, including property or share sales, are recorded with supporting documents.

  • Provide transaction history and gain/loss statements for crypto trades.

  • Declare any overseas income or assets as per ATO requirements.
Tax Checklist

Deductions

At BookBrite, we help you claim every deduction you’re entitled to, including:

  • Uniforms, protective clothing, and laundry expenses.
  • Tools, equipment, and materials used for work.
  • Work-related travel and vehicle expenses (logbooks required).
  • Professional memberships and union fees.

  • Internet, phone bills, electricity, and office furniture (if working from home).

  • Course fees, textbooks, and travel related to training that enhances your current job skills.

  • Loan interest on investment properties.
  • Management fees for shares or investment accounts.

  • Receipts from registered charities for tax-deductible donations.
Deductions

Our Services

Tax Offsets and Rebates

Spouse Tax Offset

If your partner earns below the threshold.

Private Health Insurance Rebate

Ensure your insurance provider’s statement is included.

Medical Expense Rebates

For disability aids, attendant care, or aged care costs.

Superannuation Contributions

Details of voluntary super contributions.

Why Choose BookBrite Accounting & Taxation Advisers?

Tailored advice based on your individual or business tax needs.

Our tax professionals ensure you claim every deduction and offset you’re eligible for.

Simplify tax season with our secure, easy-to-use platforms.

We ensure your tax return complies with ATO regulations.

Get Started Today!

Stay ahead of tax season by partnering with BookBrite Accounting & Taxation Advisers. Our team of experts will guide you every step of the way, ensuring a stress-free and efficient tax return process. Contact Us now to book your consultation or call us at [Your Phone Number]. Let’s make tax season a breeze!

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