I need a copy of my tax return?

As a service to you Munro SPAUL maintains records of your taxation returns for a minimum of 5 years. If you would like on-line 24 hour access to PDF copies of your past tax returns, we can provide this using our secure client area. Request secure client area setup here and we'll be in touch to set up your area soon.

If your require your 'tax assessment' rather than a copy of your tax return please contact us.

What is my tax file number (TFN)?

Your TFN can be found on many official documents related to tax including your tax assessment from the ATO, your PAYG withholding summary from your employer or your latest tax return prepared by Munro SPAUL.

As a pro-active service to our clients we offer a secure client area on our web-site where we will place a summary document outlining important numbers and dates for you. These can include your TFN and other important registration numbers. Request secure client area setup here and we'll be in touch to set up your area soon.

If you require your TFN immediately, please contact us.

When is my tax return due for lodgement?

By being registered for lodgement via Munro SPAUL you may have an extension to lodge your income tax return i.e. later than the 31 October deadline each year. Munro SPAUL receives a lodgement program from the ATO identifying when your return is due for lodgement.

As a pro-active service to our clients we offer a secure client area on our web-site where we will place a summary document outlining important numbers and dates for you. These can include the date that your income tax return is due to be lodged etc. Request secure client area setup here and we'll be in touch to set up your area soon.

Is my tax refund cheque back yet?

Munro SPAUL lodges your tax return with the ATO as soon as it is received back signed by you. The ATO aims for a 14 day refund turnaround from lodgement and often betters that time. Upon receipt of the refund cheque and if your account is settled Munro SPAUL immediately forwards your cheque to your preferred postal address.

If you wish to further speed up your refund, you can provide us bank details for use by the ATO to deposit your refund directly into your account.

Tax Return Checklist

Munro SPAUL have prepared a checklist to assist you in the compilation of information required when completing preparation of your Income Tax Return.

Bring these documents with you if you have them.

1. Last year's Tax Return & Assessment.
2. PAYG summaries from employers, Centrelink, Austudy, Pension, ETP.
3. Superannuation withdrawal documents.
4. Bank Statements & Savings Books with interest entered up to 30th June each year.
5. Distribution, Interest & Dividend Slips (if any).
6. Eligible Termination Payment Statements (if any), HECS/HELP details (if any) Financial Supplement Loan (if any)
7. Receipts for all work expenses and deductions. NOTE : WORK EXPENSES SHOULD BE COLLATED & TOTALLED FOR EACH RESPECTIVE WORK EXPENSE.
8. Motor Vehicle log books (ATO approved version only) for deductible work travel.
9. Receipts for donations, medical expenses and self-education (work related).
10. Details of spouse's income if claiming a Spouse Rebate (no dependent children)
11. FOR RENTAL PROPERTIES:  Agent's statements & details of all expenses, interest, rates, levies, repairs, travel, etc.
12. FOR BUSINESSES:  Details of all income & expenses, bank statements, cheque butts, deposit books and details of all assets used in the business and their costs, etc.
13. FOR COMPANIES:  last year's accounts, depreciation schedules and Tax Return, Bank Statements, cheque butts, deposit books and details of all assets used in the business and their costs, etc.
14. BAS and IAS returns lodged.
15. Dividend Statements for company shares.
16. Particulars of all assets owned together with appropriate purchase documentation.