Local Tax Return Accountants, Professionals & Agents

Melican
Partners

Melican Partners’ is one of Melbourne’s leading tax return providers. Our goal is to maximise your investments and minimise hassle.

To maximise your appointment like we maximise your tax refund, you’ll need to bring a few documents and receipts with you.

PAYG Payment Summary (Group Certificate)
Your employer is no longer required to provide you with a PAYG Payment Summary if they are reporting your wages to the ATO via Single Touch Payroll. If that is the case, we will be able to access your wages information directly from the ATO. If you have still received a PAYG Payment Summary, please include a copy. Also include any eligible termination or superannuation payments.
Share dividend statements
Annual tax statements from trusts managed investments, property and cash management trusts
Income and expenses from investment properties
Business income
Foreign income

A list of work-related expenses (with receipts). This includes your motor vehicle log
Receipts of charitable donations
Interest and fees on investment loans
Donations to charities (unless you get a ticket to win something in return, those ones don’t count)
School building levies and library funds
Fee charged for previous year’s tax return
Income protection insurance
Sickness and accident insurance
Any extra superannuation contributions
Accommodation and meals costs you’ve incurred from working away from home
Home office running expenses
Work-related education expenses
Rental property expenses – rates, body corporate, agent fees, interest on your loan, repair and maintenance, water rates, depreciation schedule
Investment expenses
Records of sales and purchases of shares, businesses or property

Fill out the form below, and we will be in touch shortly to schedule your 2023 tax appointment.