What to Bring to Your Tax Appointment – Maitland Office Guide
Make your tax appointment smooth and stress-free
To get the most out of your tax return, it’s important to come prepared. Whether you’re an employee, contractor, sole trader or investor, having the right documents and information ensures we can claim everything you’re entitled to — while keeping you fully compliant with the ATO.
This checklist is designed specifically for Bottrell Accounting clients visiting our Maitland office.
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Strategic guidance to enhance business performance and growth.
Expert advice on tax planning, compliance, and returns to optimize your financial position.
Accurate financial reporting and record-keeping to keep your business on track.
Assistance with self-managed super funds, including setup, compliance, and management.
Personalized strategies to build and protect your wealth.
Efficient and compliant payroll processing tailored to your business needs.
General Information (for all clients)
– Valid photo ID (if you’re a new client)
– Bank account details for your refund (BSB & account number)
– Your Tax File Number (TFN)
– Last year’s tax return (if prepared elsewhere)
– Details of any income you’ve earned this financial year
Income Documents
Bring documents for all income sources, including:
– Income statements from employers (via myGov or STP)
– Centrelink payments (JobSeeker, parenting payments etc.)
– Interest earned (bank statements or tax summary)
– Dividends received (dividend statements)
– Rental income (summary from property manager or self-prepared record)
– Business or sole trader income (Xero/MYOB files or summaries)
– Capital gains (property, shares, crypto – include purchase & sale details)
– Foreign income
Deduction-Related Documents
– Work-related expenses (receipts for uniforms, tools, travel, etc.)
– Vehicle logbook and odometer readings
– Work from home records (hours worked or actual cost breakdown)
– Donations to registered charities
– Self-education & course receipts
– Accounting or tax agent fees from prior year
– Interest on investment loans
– Income protection insurance
Investment & Property
If you hold investments or rental property, bring:
– Loan statements
– Council rates & water bills
– Strata & property management fees
– Repairs, maintenance, insurance
– Depreciation reports (if available)
– Buy/sell contracts and settlement statements for any properties or shares
Business Owners & Sole Traders
– Profit and Loss Statement
– Balance Sheet (if applicable)
– Copies of all sales & expense invoices
– Motor vehicle logbook (if used for business)
– Equipment or asset purchase details
– Super contributions for staff (if any)
We’re happy to work with your bookkeeper or help you get set up with Xero or MYOB if needed.
Optional – Extras That Can Help
– Spouse income details (if applicable)
– Private health insurance statements
– Details of HECS/HELP debt
– Any ATO letters, statements or payment plans
Industry Expertise
Speak to a Local
Maitland Tax Accountant
Bottrell Accountants, Tax Agents & Financial Planners – Maitland:
- Office: 93 Lawes St, East Maitland, NSW, 2323
- Phone: 0249336888
- Email: maitland@bottrellaccounting.com.a
- Hours: Monday–Friday 7:30am–5:30pm | Saturday 9am–2pm
Don’t leave it to the last minute
Bringing the right information means we can process your return faster, more accurately — and help you claim everything you’re entitled to.
Need help gathering documents? Give us a call before your appointment and we’ll guide you through it.
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Why Choose Bottrell for Your Tax Return?
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Book an appointment with our East Maitland team online or call us directly.