Personal Tax Return Checklist

 

Income

PAYG payment summaries

Government allowances and payments statements like Newstart, youth allowance and Austudy payment

Bank interest statement

Dividend statement and trust tax statement

Sale of share contract and purchase contract

Rental property income or statment from real estatement agent

Business income schedule

Any other income earned

 

expense

Work related expense, eg uniform, stationary, tool, self edcuation and subscription etc

Motor vehicle expense, incl car engine, business travel km or log book

Investment expense, incl bank fee, financial planning fee, interest expense

Rental property expense, incl borrowing cost, capital purchased, maintenance, agent fee, boby corp levy, council rate, water rate, travel and Depreciation schedule

Last year's tax agent fee

 

General

Private health insurance statement

Spouse detail, incl DOB and TFN

Last year's tax return