Income Tax Return Checklist – Individual

Individual Tax Return

Click here for a printable version of the Individual Tax Return Checklist

OR copy paste the below into your email, complete it, attach documents and email to or of the email address you have been provided with.

Name of Client (taxpayer):
Preferred Contact No:
Name of Client (partner):
Number of dependants (children) living with you full time or part time:
Tax File Number:
Private Health Number:
Email: When complete email to

Please email the following soft copy documents  for new clients:
1. Last years income tax return (if you don’t have a copy then that’s ok complete our tax return checklist BELOW)
2. Last years notice of assessment from the Tax Office
3. Private Health Insurance Annual Statement of Benefit
4. Any Managed Fund Statement Annual Tax Statement & Dividend Statements or a spreadsheet summary by you.
5. PAYG Annual Tax Summaries your employer(s)
6. We do not need any other documents if you understand how to summarise it and supply us with a spreadsheet summary of the information, information such <rental property summary>, dividends summary, etc.  However if you prefer us to prepare your tax return from your source documents (such as dividend statements, etc) then you can email us the documents. If you do send us a summary then your fees will be less but please remember all documents/receipts must be retained by you for 5 years.

Use this checklist below to assist you in providing us with additional income, deductions and information needed to complete your tax return. If we identify other deductions you can claim or information needed for special rebates or tax offsets that can increase your tax refund we will contact you, any questions don’t hesitate to contact us.


Information Information emailed Not applicable
PAYG payment summaries (eg from employers)
Lump sum payments (eg employment termination payment)
Partnership distribution statement, including copy of partnership’s tax return
Trust distribution statement, including copy of trust’s tax return
Documentation re foreign source income, foreign assets or property
Bank statements stating interest earned, including for term deposits
Dividend statements
Employee share scheme statements
Managed fund annual tax statement and capital gains tax statement
Buy/sell contract notes for shares (if any shares were sold)
Work-related deductions
Details of depreciable assets bought during the year (eg laptops)
Details and receipts for home office expenses
Professional journals/trade magazines
Professional memberships/subscriptions
Receipts for continuing professional development courses and seminars
Receipts for self-education expenses
Receipts for other work-related deductions such as protective clothing, uniform expenses, tools and equipment, and travel
Vehicle logbook for motor vehicle expenses (if using the logbook method)
Other deductions
Receipts for donations of $2 and over to registered charities
Expenditure incurred in managing tax affairs (eg tax agent’s fees)
Expenditure incurred in earning interest, dividend and other investment income (eg investment advice fees)
Income protection insurance premiums
Rental properties
Date when property was purchased, including details of co-ownership if applicable
Period property was rented out during the income year
Records detailing rental income (annual statement from property agent, if engaging services of an agent)
Loan statements for property showing interest paid for the income year
Expenses incurred such as water charges, land tax and insurance premiums
Details of depreciable assets bought or disposed of during the year
Details of any capital works on the property
If the property was disposed of during the income year, information relating to dates and costs associated with the disposal of the property
Details of any superannuation contributions for spouse
Details of medical expenses where the total exceeds $2,218 (after Medicare and private health fund rebates)
Details of dependants, including their age, occupation and income
Private health insurance statement (and details of prepaid premiums)
If operating as a sole trader
Cashbook, which includes records of drawings taken before the business takings were banked
Copies of Business Activity Statements lodged
Copies of PAYG summaries for employees
Details of any government grants, rebates or payments received
Details of superannuation contributions for employees
Details of any assets purchased, including date of purchase and amount
Payments of salaries and superannuation to associates
Records from accounting software (eg trial balance, profit and loss, and balance sheet)
Statements of all liabilities of the business
Notice of superannuation contributions for self-employed persons
Other information
Copies of Instalment Activity Statements lodged
Any other information that you think is relevant

Remember where you are uncertain on any aspect of the law in relation to a proposed or completed transaction you can seek a private ruling from the ATO, see the <ATO-Link>.

Alternatively you can apply for a tax return online here (mobile compatible); <Click Here>