_Tax Return Documentation Reference Sheet.doc - [your logo...

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[your logo here] Tax Return Documentation Reference Sheet [your business name here] Professional SEO Prepared by [your name here] [your business name here] This is simply a guide to assist you in preparing any documentation, or business related information that may be needed when filing your tax. 1. INCOME Records of your business income for each year o Copies of sales invoices provided to your clients/customers, and/or o Copies of your bank statements in which your income is deposited, and/or o Copies of summaries of your income – showing date, payer, amount, GST (if applicable), date received etc Records of your employment income for each year o Payment Summaries/Group Certificates from your employer(s) Records of income for the following (and details of any expenses relating to this income): o Interest income o Dividend income o Rental income (purchase documents & details of any depreciation schedules) o Lump Sums o Capital Gains (please provide purchase & sale documents & capital expenses) Other income (any other money you have received that you think may be income) 2. EXPENSES

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