Tax Return Checklist

The list below contains items that are required to complete a tax return.

Please note however that some items may not be relevant to your individual situation.

Income

  • PAYG Payment Summaries (previously Group Certificates)
  • Payment Summaries for pensions or annuities
  • Payment Summaries from Centrelink ie newstart, pensions etc
  • Eligible termination payment statements
  • Interest earned from bank accounts, debentures etc
  • Share dividend statements
  • Annual Taxation Statements from Trusts and managed investments, property and cash management trusts
  • Income and expenses from investment property(s)
  • Business income and expenses (self employed)
  • Foreign pensions

Capital Gains / Losses

  • Assets / shares buy and sell statements

Expenses

  • A list of work related expenses
  • Motor vehicle log and expense receipts
  • Interest and fees on investment loans
  • Donations to charities
  • School building levies and library funds
  • Fee charged for previous year’s tax return
  • Income protection insurance and sickness and accident insurance
  • Superannuation contributions (self employed)

Other

  • Private health insurance details
  • Amount of HELP debt or Financial Supplement loans outstanding
  • Spouse date of birth and taxable income