Individual Tax return – Checklist
Tax File Number and Occupation details (Must Provide)
Occupation Detail (Must Provide)
Postal Address, Mobile no, Email ID and Date of Birth (Must Provide)
Bank details for your refund (Must Provide) (Proof of bank account ownership – Photo / Screenshot of bank statement acceptable)
Copy of Driver’s License / Passport or any other Photo ID (Must Provide)
VISA Status if not Australian Citizen / Permanent Resident (Must Provide)
Spouse details (Full name, DOB and Taxable income) and no of dependent Children (Must Provide)
Private Health Insurance Annual Tax Statement Optional – if any)
Your ABN and any PAYG instalments paid Optional – if any)
HECS / HELP debt Statement Optional – if any)
Copy of Last year Tax Return Lodged Optional – if any)
|Income||Deductions (Common for all)|
|PAYG Payment Summaries
Employer termination payment (ETP)
Details on any Allowances Received
Any Employee Shares Scheme?
Centrelink payments or pensions?
New start / Youth Allowance Statements
Bank Interest Income Details
Income from a Partnership or trust?
Managed Funds Annual Statements
Any Capital gains event from the sale of property or shares?
If YES have you attached as much information that you can about the dates and prices on the acquisition and sale.
Rental Property Annual Summaries
Any Foreign income?
Other Income from operating any Business
Contract notes for buy/sell transactions
Tax statements from stockbrokers
Income stream statements
Statement for income received from life insurance payments
|Car Expenses (Home to work is NOT deductible – Unless working from home)– Please mention No of KMs travelled
Car Expense – Log book and expense receipts for vehicle used for work purposes.
Laundry Dry cleaning
Protective clothing (PPE)
Compulsory work uniform
Non-compulsory work uniform
Occupation specific clothing
Education related Expenses
Financial Institutions Duty (FID)
Award overtime meal allowance expenses
Seminars Books and journals
Home office running expenses
Home office occupancy expenses
Computer expenses including depreciation
Tools and equipment
Mobile Phone – during the working hours
Internet Access – during the working hours
Printing Postage and Stationery
Donations to Charities
Tax agent / Accountant fees
Details of Income Protection, Sickness or Accident Insurance