Get your individual tax return checklist

When you come in to see us at tax time, please use the following as a checklist of things you need to bring with you:

  • Payment Summaries (previously called Group Certificates). If possible please bring original + copy
  • Centrelink statement – if you have received any Centrelink payments e.g. Pensions, Newstart or Youth Allowance (not family tax benefit)
  • Bank account details – BSB & Account Number so we can put refund directly into bank account
  • Any bank interest earned and bank statements if possible
  • Trust, managed funds annual statement
  • Last year’s tax return or assessment notice from the ATO
  • Any receipts for deductions of work related expenses
  • If have a partner or spouse, their assessable taxable income
  • Child support payments
  • Share information – dividend statements
  • If sold shares need purchase & sale details
  • Rental income – Real Estate agents statements
  • Receipts for any investment property expenses (rates, insurance etc)
  • Interest on money borrowed to purchase an investment property
  • If sold investment property, all records of purchase and sale
  • Private health fund letter
  • Receipts for any medical expenses where the family is out of pocket over $2060 in medical expenses, includes prescriptions, optical, dental & medical