Tax Equity Accountants are experts in minimising tax liabilities and maximising deductions. We will help you identify the documents and receipts that you need and show you how to maximize your returns. Our goal is to make your Individual Tax Return process easy and stress-free. We make sure we free up your time so you can spend more time doing what you love.

What documents are required?

For income

• Details about bank accounts
• Your employer will provide you with PAYG payment summaries.
• Other payment summaries, such as pensions, allowances, disability, and so on.
• Dividends
• Investments
• Termination payments

Expenses

• Medical expenses
• Tax returns have been subject to fees in the past.
• Work-related expenses. This may include logs from motor vehicles.
• Health Insurance
• Investment fees