Checklist - Individuals
- PAYG Payment Summaries (previously Group Certificates)
- Details of any distribution from companies, trusts or partnerships
- Payment Summaries from Centrelink
- Interest earned from bank accounts
- Share dividend statements
- Managed Distribution tax Statements
- Rental Properties
- Foreign Income
- Capitals Gains – incl Crypto
- Employee Share Scheme
- A list of work-related expenses (with receipts). – This includes your motor vehicle log book
- Uniform/ workwear
- Union, tools, subscription
- Self-Education
- Professional Development/ Seminars
- Any other cost incurred earning income
- Interest and fees on investment loans
- Donations to charities (unless you get a ticket to win something in return, those ones don’t count)
- Details of amounts spent on self-education
- Fee charged for previous year’s tax return
- Income protection insurance
- Sickness and accident insurance
- Private health insurance statement from the provider
- Any extra superannuation contributions
- Amount of HELP debt or Financial Supplement loans outstanding
- Spouse details
Checklist - Companies/ Trusts
- A list of work-related expenses (with receipts). This includes business motor vehicle logs
- Receipts of charitable donations
- Interest and fees on investment loans
- Donations to charities (unless you get a ticket to win something in return, those ones don’t count)
- School building levies and library funds
- Fee charged for previous year’s tax return
Insurance details