Check List

Home / Check List

Not Sure What Documents You Need?

Below is a list of documents needed for your ATO Tax Return.

You should either submit them online, post or drop into a drop  off point.

All receipts and information must be prepared (unorganised shoeboxes are extra!)

INCOME

  • PAYG summaries (group certificates)
  • Payment summaries from Centrelink (Newstart, youth allowance, pensions etc)
  • Lump Sum Statements
  • Bank Interest
  • Dividends statement
  • Trust Distribution income
  • Business Income
  • Rental property income
  • Foreign Income
  • Pension income

EXPENSES

  • Motor vehicle expenses
  • Travel expenses
  • Work clothing
  • Self Education expenses
  • Gifts & Donations
  • Tax Agent Fees
  • Income Protection
  • Insurance Zone Rebates – Remote work site
  • Home Office Expenses
  • Business Expenses
  • Bank Fees
  • Private health fund statement
  • Self contributed superannuation
  • Spouse, date of birth & taxable income