Prepare for your appointment

Individual tax return checklist

Bring whatever applies to your situation. Don't worry if you don't have everything, we'll guide you through the rest.

Thank you for booking with us! Use this checklist to gather your documents before your appointment. Tick items off as you go, the more complete your records, the better your outcome.

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1. Income documentsBring what applies to your situation

  • Income statements / PAYG summariesFrom employers, usually via myGov. First appointment only needed for TFN.
  • Lump sum & termination paymentse.g. redundancies, leave payouts
  • Government paymentse.g. JobSeeker, Youth Allowance, Age Pension, NDIS
  • Bank interest statementsFrom bank accounts, term deposits, building societies
  • Dividend incomeDividends received or reinvested from shares
  • Managed fund annual tax statementsIncluding super or investment funds
  • Charity donation receiptsFor donations over $2 to registered charities (DGR endorsed)

2. Other incomeIf any of these apply to you

  • Rental incomeFrom investment properties, Airbnb, Stayz etc., use the rental checklist
  • Business or side hustle incomee.g. Uber, DoorDash, Airtasker, use the sole trader checklist
  • Foreign incomeEmployment, pensions, bank interest, investments overseas
  • Capital gainsFrom selling shares, property or cryptocurrency
  • Employee share scheme (ESS) incomeShares or rights issued by your employer

3. DeductionsBring receipts for expenses over $300

  • Motor vehicle expensesLogbook, fuel, servicing, insurance, or 88c/km up to 5,000km
  • Travel expensesWork-related airfares, accommodation, meals
  • Work uniforms & protective clothingBranded uniforms, PPE, laundry costs
  • Union fees, registrations & membershipsProfessional memberships and trade union fees
  • Tools & stationeryItems used for work
  • Telephone & internetWork-related portion of phone and internet costs
  • Self-education expensesCourse fees, textbooks, travel related to current job
  • Professional developmentSeminars, conferences, workshops
  • Working from home expensesInternet, electricity, phone, equipment, keep a record of hours
  • Charitable donationsTo registered charities (DGR endorsed), receipt required
  • Income protection insuranceHeld outside superannuation

4. The basicsFirst appointment only for some items

  • Photo IDDriver's licence or passport, first appointment only
  • Tax file number (TFN)First appointment only, we keep it on file after that
  • Bank account detailsBSB and account number for your refund
  • Private health insurance statementFrom your health fund
  • Last year's tax returnOnly needed if you haven't been to us before

⚠️ Lodging before 15 July? Many items above are pre-filled into your return by the ATO, but if you lodge before 15 July, some information may not yet be available. We always cross-check against your own records to make sure nothing is missed.