Resources
Tax return checklist
Gather these before your appointment and most individual returns are finished in a single sitting. We will provide secure instructions for sending identification and tax records.
Identity and basics
- Photo ID and tax file number for new clients
- Bank account details for your refund
- Spouse name, date of birth and taxable income if you have a partner
Income
- Employer names. Income statements are usually pre-filled from the ATO by late July
- Bank interest, dividends and managed fund statements
- Details of shares or crypto sold during the year
- Any ABN, contractor or gig income
- Government payments and foreign income
Deductions
- Receipts for tools, equipment, uniforms, registrations and union fees
- Hours worked from home for the year
- Work kilometres or a 12 week logbook if you use your car for work
- Phone and internet work-use percentage
- Self-education costs related to your current job
- Donations of two dollars or more to organisations endorsed as deductible gift recipients. Not every charity qualifies, so keep the receipt and we will check
- Income protection insurance held outside super
Other items
- Private health insurance details, usually pre-filled from the ATO. Ask your insurer for a statement only if it is missing
- HECS or other study loan, just confirm you have one
- Last year's return or notice of assessment if it was prepared elsewhere
General information only. Whether an item applies to you depends on your circumstances. Ask us if you are unsure.
Want it done for you?
Send us this list and we take it from there. Fixed fee, quoted first.