Align Accounting Noosa Hinterland

Tax Return Checklist

  • PAYG Payment summaries
  • Payment summaries from Centrelink
  • Interest earned on bank accounts
  • Share dividend statements
  • Managed funds annual statements
  • Rental properties - Income & expenditure
  • Business Income & expenses
  • Assets/Shares - buy and sell statements
  • Foreign Income & pensions
  • Work related expenses
  • Motor vehicle log and receipts
  • Interest and fees on investment loans
  • Donations to charities
  • School building levies and library funds
  • Tax agent fees
  • Income protection insurance & Sickness and accident insurance
  • Private health insurance details
  • Amount of HELP debt outstanding
  • Spouse date of birth and income
  • Losses carried forward

Our services include:

Testimonials

"We initially consulted Align Accounting for some business taxation advice and quickly expanded our services with them to include our personal finances as well, once we discovered how knowledgeable, approachable and affordable Align Accounting proved to be. Annette always goes the extra yard in seeking the right information and providing the best advice. Further to that, ensuring that we understand that advice is all part of the service. We cannot speak highly enough of Align Accounting."

Matt & Kelli Saunderson