Information needed (new client)

If you are a new client of Marc Gilbert and Associates, we’ll need the following information:

• Name
• Address
• Email address
• Mobile phone number
• Tax file number
• Annual payment summary from employer(s)
• Date of birth
• Occupation
• Residential and postal address
• Bank BSB & account number for deposit of any tax refund

Where applicable, we’ll also need the following:

• Bank interest income or other investment income over $50
• If newly arrived or departing Australia – your approximate date of arrival/ estimated date of departure, your country of origin, and whether you are entitled to an Australian Medicare card.
• Legal or defacto spouse name, date of birth, approximate taxable income for the financial year, number of dependant children
• Your annual private health insurance tax statement
• A summary of investment property income and expenses. Please refer to Property Expenses Checklist
• A list of any known tax deductible expenses. For example:
  • Clothing that has an employer’s logo or is protective
  • Tools/equipment
  • Average monthly phone and internet bill plus your estimated work use % (vs private) of each
  • Training/courses/memberships
  • Approximate purchase date and cost of your current computer and your estimated work use %
  • Approximate work kilometres traveled during the year (from workplace to workplace, not from home to work unless you are carrying bulky equipment)
  • Average weekly hours spent working from home
  • Donations made to registered charities
  • Tax agent fees

NOTE:

From August on wards we can usually access the following information directly from the Australian Tax Office, so you don’t normally need to supply it:

• Annual payment summary from employer(s)
• Total bank interest income earned
• Dividend & other investment income
• Annual private health insurance tax statement.