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Income Tax Return Checklist – Individuals


Please use this checklist and bring any relevant information with you as we

cannot be sure when the Australian Tax Office Portal will have these details available.



  • Payment Summaries
  • Lump Sum and Termination Payment Summaries Government payment statements, if received
  • Interest income from banks and building societies Dividend statements for dividends received or reinvested Annual Tax Statements from Managed Funds
  • Other income:
  • Rental properties Business
  • Foreign income
  • Capital gains
  • Employee share schemes



  • Work related expenses:
  • Motor vehicle
  • Travel (fares and accommodation)
  • Uniforms/work-wear
  • Self-education and professional development
  • Union, registrations, tools, subscriptions, memberships Home office, seminars, conferences
  • Telephone, computer, internet
  • Any other costs incurred earning income
  • Donations to charities or building funds Income protection insurance


Offsets and Refunds

Health insurance and rebate entitlement statement IAS statements or details of PAYG installments paid Spouse details including taxable and exempt income


Tax Refunds – the Tax Office no longer issues refunds by cheque so you must bring your bank account details, including the BSB and Account Number with you to your appointment.

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