Tax Return Checklist

Tax return checklist

Use the following checklist to ensure you have all the required documentation to complete your tax return.

Wait until you get all your payment summaries before you lodge your tax return.


Income

Documentation required

Salary or wages

Pay as you go (PAYG) payment summaries from all your employers throughout the year

 

Centrelink payments or pensions

PAYG payment summary

 

Eligible termination payments (ETP)

ETP payment summary

 

Reportable fringe benefits tax (FBT)

PAYG payment summary

 

Interest or dividends

Bank or dividend statements

 

Managed funds or trusts

Annual tax summary

 

Foreign income

Bank statement or notice

 

Rent

Agent report or statements

 

Capital gains – property or shares

Purchase or sale of assets documents

 

Other income

Records of the amounts received

 

Tax offsets

Documentation required

 

Spouse

Your spouse's income details

 

Superannuation annuity or pension

Payment summary from your payer and any details on deductible or rebatable amounts

 

Private health insurance

Letter from your health fund including health fund identification code

 

Medical expenses

Details and receipts

 

30% child care rebate

Receipts and/or child care statements and reconciliation letter from the Family Assistance Office

 

Work-related expenses

Documentation required

 

Motor vehicle expenses

Log book

 

Travel expenses

Receipts

 

Uniform or protective clothing

Receipts

 

Self-eduction expenses

Receipts

 

Other deductions

Documentation required

 

Interest or dividend deductions

Bank or dividend statements

 

Gifts or donations

Receipts

 

Undeducted purchase price (UPP) of annuity

Details as provided by your superannuation fund

 

Prior year tax agent fees

Receipt

 

Prior year losses

Previous tax return

 

UPP of foreign pension

Pension documentation

 

Rental property expenses

Agents report or receipts

 

Other information

Documentation required

 

Superannuation contributions for spouse

 

Contribution details and documentation

 

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