Tax appointments
What to bring to a tax appointment
A tax appointment is easier when the main documents are ready before you arrive. This guide helps you collect the records commonly reviewed for individual tax returns.
Start with income records
Bring records for salary and wages, bank interest, dividends, government payments, business income, or any other income that may apply to the year being prepared.
Keep deduction evidence together
Receipts, logbooks, invoices, and written notes can help the accountant review whether a deduction is relevant to your circumstances. Eligibility depends on the expense, your work, and the supporting records.
Bring questions and correspondence
If you are unsure about a deduction, investment, rental property, or ATO letter, bring the supporting documents rather than relying on memory during the appointment.
Full checklist
- Income statements or payment summaries for the year.
- Receipts and records for work-related deductions.
- Bank interest, dividend, and managed fund information.
- Private health insurance statement, if applicable.
- Rental property income and expense records, if applicable.
- Investment purchase and sale records, if applicable.
- Any ATO letters, notices, or prior-year questions.
Common questions
Should I bring my previous tax return? +
Yes, especially if you are a new client or your circumstances changed during the year.
Can I bring digital records? +
Yes. Bring exported reports or accessible files, but avoid emailing sensitive documents unless the office asks you to.