Tax Return Checklist
- PAYG Payment summaries
- Payment summaries from Centrelink
- Interest earned on bank accounts
- Share dividend statements
- Managed funds annual statements
- Rental properties - Income & expenditure
- Business Income & expenses
- Assets/Shares - buy and sell statements
- Foreign Income & pensions
- Work related expenses
- Motor vehicle log and receipts
- Interest and fees on investment loans
- Donations to charities
- School building levies and library funds
- Tax agent fees
- Income protection insurance & Sickness and accident insurance
- Private health insurance details
- Amount of HELP debt outstanding
- Spouse date of birth and income
- Losses carried forward
