Income tax return integrity supporting documentation Print E-mail

Go to fullsize imageThis information will assist your clients to provide relevant supporting documentation if they receive notification of an income tax review.

 

The following information is to assist you to comply with the requirements of our review request. All original documentation provided will be returned to you via registered post at the completion of the review.

Income

Item 1 - tax withheld from salary or wages

You should provide all of the following:

  • your employer's name and address
  • the name and contact phone number of your manager (at the above employer)
  • your original payment summary (copies not acceptable) prepared by your employer
  • If you did not receive an original payment summary, provide as many of the following additional items as possible:
  • original bank statements (copies not acceptable) showing the deposits of payments from your employer
  • original payslips (copies not acceptable) you received showing your income and tax withheld
  • any other original documentation or information (copies not acceptable) that may help us verify the employment information in your return - for example, a statutory declaration.

Item 5 - Australian Government allowances and payments

Our records indicate that you received taxable Youth Allowance payments that should be included in your income tax return. If you disagree with the inclusion of this income, provide documentary evidence to show why this income should not be included.

Item 6 - Australian Government pensions and payments

Our records indicate that you received Parenting Payment Single payments that should be included in your income tax return. If you disagree with the inclusion of this income, provide documentary evidence to show why this income should not be included.

Item 9 - attributed personal services income

Provide the following:

  • the name and contact phone number of the person who paid you
  • your original payment summary - business and personal services income showing the amount of personal services income attributed to you and the total amount of tax paid or withheld
  • details of any other personal services income attributed to you for the personal service you provided.

If you cannot provide any of the above, provide the following:

  • original bank statements (copies not acceptable) showing the deposits of payments from the person who paid you
  • any other original documentation or information (copies not acceptable) that may help us verify the information in your return.

Item 10 - gross interest

Our records indicate that you have understated / not declared your interest income. If you believe our records are incorrect, provide documentary evidence to show that all your interest income has been disclosed.

Item 11 - dividends

Our records indicate that you have understated / not declared your dividend income. If you believe our records are incorrect, provide documentary evidence to show that all your dividend income has been disclosed.

Last Modified: Thursday, 15 September 2011

 

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