Tax Return Checklist Guide | Peak Value Advisory

PAYG Payment Summaries
Interest earned from your bank account, including tax withheld if any
Additional income details if any (e.g. ABN income, dividends, management fund/trust/partnership distribution/foreign income etc)

Settlement statement of purchase (from solicitor)
Borrowing cost – e.g. mortgage insurance, loan setup costs etc
Annual summary from property agent (if applicable)
Gross Income (only if no agent summary are supplied)
Council and water rates (if not on the agent statement)
Strata levies (if not on the agent statement)
Repair and maintenance
Interest on mortgage (normally this will be listed on the band statement for the period ended 30th June, you may also find this from online banking)
Annual loan package fees (if any)
Landlord insurance
Quantity Surveyor’s depreciation report (if applicable)
All other expenses

Dividend statements
Interest paid on loans to acquire shares if applicable
Cost of professional subscriptions and software
If any shares have been sold, please provide date of purchase, costs and sales details