Personal Tax Returns

PERSONAL TAX RETURN SERVICES

We work hard to keep your personal finances in order and ensure you get the best income tax return that you’re entitled to.

We let you know exactly what you can claim, what receipts you need to keep and how to maximize your return. Our aim is to make your income tax return as stress-free as possible to give you more time to do the things you love. Our clients trust GKBA to get the job done as expertly as possible.

WHAT WILL YOU NEED

So we can make the most of your tax appointment, you will need to bring a few documents and receipts with you.

INCOME STATEMENTS

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 investment properties

DEDUCTIONS & EXPENSES

A list of work-related expenses (with receipts). This includes your motor vehicle log
Receipts of charitable donations
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
The fee charged for previous year’s tax return
Income protection insurance
Sickness and accident insurance
Private health insurance
Any extra superannuation contributions
Amount of HELP debt or Financial Supplement loans outstanding
Out of pocket medical expenses for disability aids only in excess of $2,265