Bringing the right documents the first time means a faster return, fewer follow-up questions and every deduction you're entitled to. Use this checklist before your appointment.
Personal details
- Your tax file number and myGov login (so we can link as your agent)
- Bank account details for your refund
- Spouse's details and taxable income, if you have a spouse
- Private health insurance details
Income
- Income statements from employers (in myGov once marked “tax ready”)
- Bank interest
- Dividend statements and managed fund / trust distribution statements (annual tax statements)
- Rental income and agent statements
- Details of any shares, crypto or property you sold — purchase and sale dates and amounts
- Employee share scheme statements
- Business, contracting or ABN income
- Foreign income and pensions
Deductions
- Work-related expenses: tools, equipment, uniforms, phone and internet use
- Working from home records (hours worked from home and running expenses)
- Work-related car and travel records, including a logbook if you use one
- Self-education costs related to your current job
- Union and professional memberships, and income protection insurance
- Donations to deductible gift recipients
- Last year's tax agent fee
Rental property
- Agent's annual statement
- Loan interest statements
- Council rates, water, insurance, strata and land tax
- Repairs and maintenance invoices
- Depreciation schedule (or the purchase settlement statement if you don't have one)
Keep your records
You generally need to keep records for five years from when you lodge your return. A photo or scan of a receipt is fine, as long as it's clear and complete.
Ready to lodge? Book a consultation or read more about our individual tax return service.
This article is general information only and is not advice for your circumstances. Please contact us before acting on it.