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Samples of Tax Documents

Often when gathering your tax documents at the end of the financial year for the preparation of your tax return it can be a little confusing when knowing what to pass over to your accountant.

Below are samples of common documents a tax checklists that may apply to you when it comes to preparing your tax return, ranging from samples documents on Private Health Insurance to Long Service Leave.

We trust you will find this a useful tool.

Annual GST Information Report [393 Kb]
This report is issued by the ATO if your business pays GST via Option 2 on it's Quarterly Business Activity Statement. The original document is required to be lodged with the ATO in paper format.

Annual Rental Statement [171 Kb]
This statement is issued by your real estate property manager each year at the end of the financial year. The statement is a concise summary of rent collected and expenses paid on your behalf with relation to your rental properties.

Asset Finance Agreement [494 Kb]
If you have purchased an asset under a Hire Purchase or Chattel Mortgage Agreement you will have received this paperwork regarding the structuring of the finance. This paperwork is required to enable DSR Partners to calculate your tax deductable interest expense.

Managed Fund Annual Statement [349 Kb]
If you have an investment in a Managed Fund each year at the conclusion of the financial year the Fund Manager will send you an Annual Taxation Summary. This statement dissects the payments you have received throughout the year into various taxable/non taxable components.

Medicare Statement [254 Kb]
You may request this statement from Medicare each financial year to assess your eligibility to claim a Medical Expense Offset. The statement summarises all medical expense claims processed by Medicare for the financial year.

Long Service Leave Form [268 Kb]
If you are self employed and work in the NSW Building and Construction Industry you will be required to complete this form and submit it to the NSW Long Service Leave Corporation. The form must be completed by a Tax Agent.

Prescription Out of Pocket Expenses [148 Kb]
You may request this statement from your local chemist at the end of the financial year to assess your eligibility to claim a Medical Expense Offset. The statement summarises all prescription medicines purchased from that chemist. You may need to seek multiple statements if you use more than one chemist.

Private Health Insurance Statement [572 Kb]
This statement is sent to you at the end of the financial year by your private health provider. The statement outlines the type of insurance cover you have along with any offset claim entitlements.

Private Health - Out of Pocket Expenses [211 Kb]
You may request this statement from your Private Health Fund each financial year to assess your eligibility to claim a Medical Expense Offset. The statement summarises all medical expense claims processed by your Private Health Fund for the financial year.

Property Sale Settlement Statement [553 Kb]
If you have disposed of a property investment you may have made a Capital Gain (or loss). In order to calculate the Capital Gain (or loss) we require a copy of the Settlement Statement issued by your solicitor.

Rental Property Information [69 Kb]
If you have a rental property you will need to provide our office with details regarding rent received and expenses incurred. This checklist provides a comprehensive list of the information required to complete your tax return.

Superannuation Contribution Deduction Notice [437 Kb]
On receipt of your completed Superannuation Contribution Deduction Notice your Superannuation Fund will issue an acknowledgement notice stating how much to claim in your tax return.

Superannuation Fund Acknowledgement [433 Kb]
On receipt of your completed Superannuation Contribution Deduction Notice your Superannuation Fund will issue an acknowledgment notice stating how much to claim in your tax return.

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