Welcome to York Accounting Pty Ltd.
Thank you for choosing us to lodge your 2017-2018 tax return.
What do I need before I start my tax return?
- Gather all your income statements
These include but are not limited to your Pay as you go (PAYG) payment summaries, any Employment Termination Payment (ETP), Centrelink payments such as Newstart or Youth Allowance, Superannuation lump sum payments, etc.
- Make sure you have receipts for your deductible expenses and donations
If you are claiming more than $300 of work-related expenses as deductions, you will need to have receipts or other written evidence, such as credit card and bank statements, documenting all your expenses. Even if your claims amount to less than $300, you may be required by the ATO to explain how the claim was worked out. If you are deducting car expenses for work-related travel above 5000km, you will be required to keep a logbook to back up your claim. Receipts and logbook should be kept for 5 years.
- You may need to share your photo ID, citizenship certificate, or passport with our tax agents
If you became an Australian citizen during the tax year, we may need you to forward proof of citizenship. Similarly, if we cannot add you as a client with the ATO, our tax agents will request a government-issued photo ID such as a drivers license or a passport, along with letter from the ATO stating your full name and tax filing number (TFN)