Thank you for booking with us! Use this checklist to gather your rental property documents before your appointment. If you have multiple properties, complete a separate set of records for each one.
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1. Income documentsGeneral income for the year
- Income statements / PAYG summariesFrom employers, usually via myGov
- Government paymentse.g. JobSeeker, Youth Allowance, Age Pension
- Bank interest statementsFrom all bank accounts and term deposits
- Dividend incomeDividends received or reinvested from shares
- Managed fund annual tax statements
- Capital gains recordsFrom selling shares, property or cryptocurrency
- Charity donation receiptsTo registered charities (DGR endorsed)
2. Rental incomeFor each investment property
- Rental incomeTotal rent received, your property manager statement is ideal
- Airbnb / Stayz / short-term rental incomePlatform statements showing income for the year
3. Rental property expensesFor each investment property
- Interest on loanLoan interest only, not principal repayments
- Bank feesOn loan or rental accounts
- InsuranceBuilding, landlord and contents insurance premiums
- Council ratesRates paid to local government
- Water ratesUsage and access charges
- Strata / body corporate feesFor apartments or complexes
- Utilities paid by landlordElectricity, gas, internet if you pay these
- Advertising costsOnline listings, signage, letting fees
- Rental agent feesManagement and letting fees
- Legal feesLease preparation, tenant disputes
- Repair expensesNon-capital repairs and maintenance, not improvements
- Cleaning costsBetween tenants or professional services
- Gardening & lawn mowingProperty maintenance costs
- Pest controlIf arranged by landlord
- Depreciation schedulePrepared by a quantity surveyor, we can refer you
- Capital improvementsRenovations, new appliances, not immediately deductible
- Quantity surveyor feesFor depreciation reports
- Body corporate special leviesIf not capital in nature
- Land taxIf applicable in your state
4. Work-related deductionsIf applicable
- Motor vehicle expensesLogbook or 88c/km for property-related travel
- Telephone expensesWork-related portion
- Working from home expensesIf managing properties from home
- Income protection insuranceHeld outside superannuation
5. The basicsFirst appointment only for some items
- Photo IDDriver's licence or passport, first appointment only
- Tax file number (TFN)First appointment only, we keep it on file after that
- Bank account detailsBSB and account number for your refund
- Private health insurance statementFrom your health fund
- Last year's tax returnOnly needed if you haven't been to us before
⚠️ Lodging before 15 July? ATO pre-fill information may be incomplete if you lodge before 15 July. Always bring your own records so we can cross-check and ensure nothing is missed.