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Meta Tax is a specialist tax and accounting advice and consultancy agency dedicated to assisting you to maximize your tax refund and lodge your tax return in Melbourne.

Meta Tax professionals are dedicated to helping you thrive and evolve with your personal or corporate or financial needs.

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Deduction

  • Income Protection Insurance Details
  • Sickness and Accident Insurance Details
  • Education Related Expenses
  • Evidence of Donations to Charities
  • Receipts for Work-Related Travel Expenses
  • Receipts for Tools, Uniform and Equipment
  • Annual Statement from Investment, Trust or Managed Fund
  • Previous Year’s Tax Return Advice Accountant Fees’ Invoice
  • Expense Receipts for Vehicle Used for Work Purposes
  • Receipts/Expense Statements for Investment Property, Mortgage Bank Statement

Income

  • Your ID
  • Tax File Number
  • Your Bank Details
  • Last Year’s Tax Return
  • Dividend Statements
  • Details of Foreign Income Earned
  • Taxable Income Details of Spouse
  • Payment Summaries (PAYG, Termination)
  • Annual Statement (For Investment Properties)
  • Annual Private Health Insurance Statement
  • Annual Share Trading Reports (in PDF and CSV)
  • Annual Statements (From Managed Investment Funds)