Tax Time Checklist: What to Bring
A simple starting list for your Australian tax return. Not every item will apply to you.
Everyone
Most people need these.
- Income statements
From each employer you worked for during the year.
- Bank interest and other income
Interest, dividends, rental income or any other payments you received.
- Deduction records
Receipts or statements for work-related expenses, donations and other costs you plan to claim.
- Private health insurance details
Your annual statement, if you held a policy.
If you have rental property or investments
Add these if they apply.
- Rental income and expenses
Rent received and records of the costs of the property for the year.
- Investment statements
Statements for dividends, interest or other investment income.
- Buying and selling records
Details of any shares, property or other assets you bought or sold during the year.
If you are a sole trader or run a business
Add these for your business income.
- Business income records
Invoices, sales records or a summary from your accounting software.
- Business expense records
Receipts and statements for what the business spent.
- BAS and GST records
Copies of any BAS you lodged during the year.
- Payroll and super records
Only if you had employees.
Things that make it faster
- Keep receipts together in one place and note what each one was for.
- Tell us about big changes in your year, such as a new job, a move or starting a business.
- Ask us if you are unsure whether something counts. We would rather check than guess.
Please do not send these records through this website, and never send your tax file number by email or message before we have spoken. We explain how to share what we need once we have talked.
Related: tax returns, services for individuals, key dates.
Not sure what applies to you?
Call or book a free consultation and tell us a few words about your year and we will tell you exactly what you need.