Tax Return

Stressed about your taxes? We understand, and we're here to assist. FTS’s tax return service makes tax preparation hassle-free. Our skilled accountants manage all the intricate details, ensuring you get the maximum return and stay compliant with the ATO. Ready to simplify this year's tax season?

How To Prepare

FTS’s Tax Accountants are dedicated to minimizing your tax liability and maximizing your deductions. To help you get the best results from your tax return, we’ll need some specific information from you. Below is a list of documents to bring along. Have any questions? No worries. Just call your local FTS Accounting Professional, and they’ll guide you on exactly what you’ll need to complete your personal tax return.

What to bring to your tax appointment

To make the most of your appointment, just like we maximise your tax return, you'll need to bring a few documents and receipts. We've outlined everything you need to bring below.

Income Statements

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PAYG Payment Summaries
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Payment Summaries from Centrelink
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Eligible termination payments
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Interest earned from bank accounts
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Share dividend statements
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Annual tax statements from trusts
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Income and expenses from investment properties
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Business income
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Foreign income

Deductions & Expenses

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List of work-related expenses with receipts
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Motor vehicle log
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Receipts of charitable donations
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Interest and fees on investment loans
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Donations to charities (excludes raffle tickets)
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School building levies
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Library funds
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Fee charged for previous year’s tax return
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Income protection insurance
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Sickness and accident insurance
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Private health insurance
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Extra superannuation contributions
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HELP debt or Financial Supplement loans
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Out-of-pocket medical expenses for disability aids over $2,265
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Accommodation and meals costs from working away
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Home office running expenses
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Work-related education expenses
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Rental property expenses
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Investment expenses
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Records of sales and purchases of shares, businesses or property

Other Details

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Details of your spouse, including their date of birth and taxable income
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Government debts
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Last year’s tax return