Individual Tax Return Checklist

Suggested receipts, tax invoices and documents to bring to your appointment

GENERAL

• Last Year's Income Tax Return
• Records of sales and purchases of any share, business or property
• Private Health Insurance details
• Spouse details
• Children's details including D.O.B and evidence of any Centrelink benefits

INCOME

• PAYG Summaries
• Pensions or Government payments/Allowances
• Interest earned for the relevant year from any banks, building societies etc.
• Dividend Statements
• Details of rental property income
• Details of any business income
• Details of any other income earned

EXPENSES

• Work related expenses eg: uniform, tools, education, fees etc.
• Motor vehicle expenses including estimation of kilometres if no logbook kept, otherwise logbook and all expense items
• Travel expenses
• Investment expenses eg: bank fees, financial advisors fees, investment borrowings etc.
• Rental property expenses eg: rates, body corp fees, agent fees, interest on loan, repairs and maintenance (inside and out), travel, water rates, depreciation schedule, etc).
• Cost of managing tax affairs
• Charitable donations