Tax Return Checklist
- Last year’s tax return & assessment notice
- Group certificate from employers, Centrelink, Austudy, pension, ETP payment certificate
- Superannuation withdrawal documents
- Family Tax Assistance Statements of Benefits
- Bank statements & saving books with interests entered as at 30th June
- Distribution, interest & dividend slips (if any)
- PPS Statements (if any) & ETP payment statements
- HECS details (if any) Austudy loans (if any)
- Receipts for all work related expenses & deductions
- Motor vehicle log books (ATO approved Version only) for deductible work travel
- Receipts for donations and self - education (work related)
- Details of spouse’s income if claiming a sole parent rebate
- Details of child’s income if claiming a sole parent rebate
- Private Health Insurance certificate
- Medical expenses over $1500, details of all medical expenses
- For Rental Properties: Agent’s statements and details of all expenses, interest, council & water rate, levies, repair and maintenance, travel, etc
- For Business: Details of all income & expenses, bank statements, cheque butts, deposit books and details of all assets used in the business and their costs, etc
- For Companies: Last year’s accounts and tax returns, bank statements, cheque butts, deposit books and details of all assets used in the business and their costs, etc
- BAS and IAS returns lodged
- Dividend statements for company shares
To print please download pdf version
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