Tax Return Checklist

We have developed this checklist to help you prepare, and understand what information you need to bring with you when completing your individual tax return.

INCOME
Payment Summaries
Lump Sum & Termination Payment Summaries
Government Payment Statements
Interest Income
Dividend Statements
Annual Tax Statements from Managed Funds
Rental Income
Business Income
Foreign Income
Capital Gains Income on sale of shares/investment properties

DEDUCTIONS
Motor Vehicle Expenses
Travel – International/Overseas
Uniform/Protective Clothing
Self Education Expenses
Union Fees
Subscriptions/Memberships
Tools/Equipment
Home Office
Internet & Telephone
Computer Expenses
Donation
Tax Agent Fees
Income Protection Insurance

TAX REFUNDS
The Australian Taxation Office no longer issue refunds by cheque. We will require you to bring your bank account details (BSB & Account Number), with you on your appointment day.