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.
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Income |
Documentation required |
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Salary or wages |
Pay as you go (PAYG) payment summaries from all your employers throughout the year |
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Centrelink payments or pensions |
PAYG payment summary |
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Eligible termination payments (ETP) |
ETP payment summary |
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Reportable fringe benefits tax (FBT) |
PAYG payment summary |
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Interest or dividends |
Bank or dividend statements |
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Managed funds or trusts |
Annual tax summary |
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Foreign income |
Bank statement or notice |
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Rent |
Agent report or statements |
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Capital gains – property or shares |
Purchase or sale of assets documents |
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Other income |
Records of the amounts received |
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Tax offsets |
Documentation required |
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Spouse |
Your spouse's income details |
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Superannuation annuity or pension |
Payment summary from your payer and any details on deductible or rebatable amounts |
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Private health insurance |
Letter from your health fund including health fund identification code |
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Medical expenses |
Details and receipts |
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30% child care rebate |
Receipts and/or child care statements and reconciliation letter from the Family Assistance Office |
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Work-related expenses |
Documentation required |
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Motor vehicle expenses |
Log book |
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Travel expenses |
Receipts |
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Uniform or protective clothing |
Receipts |
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Self-eduction expenses |
Receipts |
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Other deductions |
Documentation required |
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Interest or dividend deductions |
Bank or dividend statements |
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Gifts or donations |
Receipts |
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Undeducted purchase price (UPP) of annuity |
Details as provided by your superannuation fund |
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Prior year tax agent fees |
Receipt |
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Prior year losses |
Previous tax return |
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UPP of foreign pension |
Pension documentation |
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Rental property expenses |
Agents report or receipts |
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Other information |
Documentation required |
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Superannuation contributions for spouse
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Contribution details and documentation |
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