Personal Income Tax Return Checklist

Please use this as a checklist guide and bring all relevant information with you as we cannot be sure if and when the Australian Tax Office Portal will have these details available.

INCOME

• Income Statements (PAYG Payment Summaries)
• Lump Sum and Termination Payment Summaries
• Government Payment statements, if received
• Bank Statements showing interest received
• Dividend Statements for Dividends Received or Reinvested
• Annual Tax Statements from Managed Funds
• Other income:
  • Rental Property Income and Expenses – Agents Rental Statement, Loan Statements, Council Rates
    Notice, Water Rates, Land Tax, Insurance, Repairs & Maintenance etc. If property purchased during the financial
    year, provide settlement Statement of Adjustments.
  • Business Income and Expenses (Sole Trader)
  • Foreign income
  • Capital Gains – Sale of shares, property etc
  • Employee Share Schemes

DEDUCTIONS

• Work Related Expenses:
  • Motor Vehicle – Petrol, Registration, Insurance, Repairs & Maintenance, Citilink/Eastlink, Parking Fees, Car
    Wash, Finance Contracts and Log-Book completed for a period of 12 continuous weeks, etc
  • Uniforms, Protective Clothing, Footwear
  • Self-Education – Course fees etc (if it relates to your current employment)
  • Union, Tools, Subscriptions, Memberships, Professional Development
  • Home Office – Telephone and Internet charges, Computer/Printer expenses, printing and
    stationery etc.
  • Number of hours worked from home.
  • Any other costs incurred in earning income
• Donations to charities or Building Funds
• Income Protection Insurance

OFFSETS AND REFUNDS

• Private Health Insurance and rebate entitlement statement
• IAS Statements or details of PAYG instalments paid
• Spouse details including taxable and exempt income
• Dependent children.

TAX REFU

Please use this as a checklist guide and bring all relevant information with you as we cannot

be sure if and when the Australian Tax Office Portal will have these details available.

INCOME

• Income Statements (PAYG Payment Summaries)
• Lump Sum and Termination Payment Summaries
• Government Payment statements, if received
• Bank Statements showing interest received
• Dividend Statements for Dividends Received or Reinvested
• Annual Tax Statements from Managed Funds
• Other income:
• Rental Property Income and Expenses – Agents Rental Statement, Loan Statements, Council Rates Notice, Water Rates, Land Tax, Insurance, Repairs & Maintenance etc. If property purchased during the financial year, provide settlement Statement of Adjustments.
• Business Income and Expenses (Sole Trader)
• Foreign income
• Capital Gains – Sale of shares, property etc
• Employee Share Schemes

 

 

DEDUCTIONS

• Work Related Expenses:
• Motor Vehicle – Petrol, Registration, Insurance, Repairs & Maintenance, Citilink/Eastlink, Parking Fees, Car Wash, Finance Contracts and Log-Book completed for a period of 12 continuous weeks, etc
• Uniforms, Protective Clothing, Footwear
• Self-Education – Course fees etc (if it relates to your current employment)
• Union, Tools, Subscriptions, Memberships, Professional Development
• Home Office – Telephone and Internet charges, Computer/Printer expenses, printing and stationery etc.
• Number of hours worked from home.
• Any other costs incurred in earning income
• Donations to charities or Building Funds
• Income Protection Insurance
• Personal Superannuation Contributions – notice of intent to claim

 

 

OFFSETS AND REFUNDS

• Private Health Insurance and rebate entitlement statement
• IAS Statements or details of PAYG instalments paid
• Spouse details including taxable and exempt income

 

 

TAX REFUNDS –please bring your bank account details including the BSB and Account Number with you to your appointment.

If new to the firm, please provide a full copy of the last Tax Return lodged either from your previous Accountant or as lodged by you.

NDS –

Please bring your bank account details including the BSB and Account Number with you to your appointment.
If new to the firm, please provide a full copy of the last Tax Return lodged either from your previous Accountant or as lodged by you.