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Individual Tax Return Checklist

This checklist is to assist you when determining what we require to complete your income tax return each year.


  • Employment Income – PAYG Payment Summaries
  • Pension Income/Centrelink
  • Employment Termination Payment (ETP)
  • Annuity & Superannuation Income Stream Statements/ Lump Sum Payments
  • Bonuses from Life Companies and Friendly Societies
  • Interest Earned
  • Dividends Statements
  • Trust Distribution and Capital Gains Statements
  • Foreign Source Income
  • Business Income
  • Employee Share Scheme Statements

Tax Deductions

  • Work Related Motor Vehicle Expenses (make & model required, number of kilometer travels and log book may be required)
  • Work Related Travel Expenses (E.g. meal, accommodation, tolls)
  • Work Related Clothing & Laundry Expenses
  • Work Related Self-Education Expenses
  • Dividend & Interest Deductions
  • Tax Deductible Gifts & Donations
  • Income Protection Insurance
  • Union Fees
  • Home Office Expenses
  • Seminars
  • Overtime Meals (If received an allowance)
  • Tools & Equipment
  • Computer, Internet & Software Expenses
  • Memberships & Subscriptions
  • Telephone & Internet
  • Sun Protection Receipts, eg Hats, Sunglasses and Sunscreen
  • Superannuation Contributions

Rental Property Information

  • Real Estate Agents Annual Rental Statement
  • Rental Income
  • Advertising for Tenants
  • Bank Loan Statements (for Interest, Fees & Charges)
  • Body Corporate Levies
  • Cleaning
  • Council Rates
  • Gardening & Lawn mowing
  • Insurance
  • Improvements & Replacements
  • Land Tax
  • Pest Control
  • Property Management Fees/Commission
  • Repairs & Maintenance
  • Stationery, Telephone & Postage
  • Water Rates Notices

For New Investment Properties

  • Copy of contract and solicitor’s settlement letter
  • Date the Property was first available to rent
  • Date the Property was built
  • Depreciable Items (E.g. Hot Water System, Stove)

Capital Acquisitions & Disposals

  • Copy of Contract and Settlement Statements from both purchase and sale (E.g. Shares, Investment Properties)
  • Details any associated costs eg. solicitors, brokers fees, stamp duty, commissions etc.

Other Information

  • Child Support Agency Payments
  • Out of Pocket Medical Expenses for disability aids, attendant care & aged care
  • Annual Private Health Insurance Statement
  • Dependents – Name and DOB
  • Zone Rebate –  please provide dates lived in a remote area
  • Superannuation - Spouse Contributions
  • Please advise of any changes to your bank account details (Bank account name, number & BSB)

New Clients

  • Last year’s Tax Return and Notice of Assessment
  • Previous year’s Accounting Fees
  • Bank account details (Bank account name, number & BSB)

We have compiled a list of our top useful links to help assist you. If you need any help don't hesitate to contact our friendly staff. 

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