Download your Tax Return Checklist
A list of all the documents you need for a basic tax return, and those including investment properties and capital gains tax.
Tax Return Checklist
- Tax File Number (TFN)
- Income Statements
- Gather your payment summaries or income statements from all sources of income, including your employer(s), bank interest, government payments, dividends, rental income, and any other sources of income.
- Deduction Records
- Collect records and receipts for any deductions you plan to claim. This may include work-related expenses, donations, self-education expenses, or other eligible deductions.
- Expense Records
- Keep track of any work-related expenses, such as uniforms, tools, equipment, or travel expenses, along with the relevant receipts.
- Private Health Insurance
- Medicare Levy Exemption Certificate (if applicable)
- If you are exempt from paying the Medicare levy, ensure you have the appropriate exemption certificate.
- Capital Gains and Losses
- If you have sold any assets, such as property or shares, gather the details of the transactions and any associated costs.
- Rental Property Details
- If you own rental property, compile the income and expense details related to the property.
Tax Services for Individuals
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Lodge online with our quick and easy form designed to maximise your return, or book an appointment.
