The personal information I require to complete your return:
 
* Full name
* Tax File Number
* Date of Birth
* Current home address
* Bank account details (for your refund)
* Do you have a spouse and/or dependents? (If yes, please provide name of spouse and taxable income (estimate is fine)/ number of dependents)
* Do you have private HOSPITAL cover from an AUSTRALIAN insurance provider? (If yes, please provide health insurance statement - please ignore this part if it is only EXTRAS cover). Please confirm that ALL your dependents (if applicable) are covered by this policy or another policy.
* Occupation description (if it has changed since last year)
* Are you in Australia on 417 Visa or 462 Visa?
 
The income details I require:
 
* Payment summaries
* Interest and dividend income if applicable
* Rental Income including related expenses (e.g. a Real estate agent summary)
* Business income & expenses (if applicable - only those items not included in expenses listed below)
* Foreign income including employment income (Total amount earned overseas between 1st July and 30th June including tax withheld; do not convert to AUD)
* If you sold any shares or other assets, I need the details of the purchase price, sale price and related costs, as well as dates of purchase and sale
 
The expense details I require:

* Tax agent fee from last year (if it wasn't prepared by us) 
* Donations
* Mobile cost per month
* Internet cost per month
* Details of any assets purchased such as ipad, laptop, desktop, office furniture etc
* Union fees, memberships, professional subscriptions, professional books, stationery, computer supplies, phone accessories
* Income protection insurance  (excluding payments from your superfund)
* Car expense 	- If used less than 5000km yearly of work-related car travel: NB the set rate for all engine sizes from 2016 onwards is 66c per km
		- If used more than 5000km yearly of work-related car travel: % of work-related use, PLUS: How much did you purchase it for? When did you purchase it? How much do you spend per week for petrol? Per annum for Insurance, CTP, rego, car servicing, repairs, new tyres, interest on car loan
* Travel (work-related) e.g. travel to training, conferences, conventions, clients, other work-related sites, or travel out of Sydney (interstate of overseas) - travel expenses include tolls, parking, car wash, public  transport, flights, accommodation, car rental and meals away from home.
* Work-specific tools
* Self-education - expenses related to education & training that you undertook in order to improve current income-earning ability, including course fees (please specify if your course is covered by HECS-HELP or FEE-HELP, or neither), books, stationery, student association fees, materials, uniforms, travel, car expense.
* Uniforms - do you have a work-issued uniform? Do you have to wear protective clothing and/or shoes at work? 
* Sun protection - e.g. sunglasses (if you spend significant time travelling for work or outdoors)
 
Other information that might be applicable:
 
* Medical expense tax offset - You can only claim this offset if you incurred expenses related to disability aids, attendant care or aged care. Please provide out of pocket expense if relevant.
* If you paid Child support during the year, please state how much
* If you received Child support during the year, please state how much

Please send this information through as soon as possible so that I can get started on your tax return.