Individual income tax return checklist

  • Electronic banking details (for refund is applicable)
  • Income

  • Deductions

  • Work related car expenses
  • Work related travel expenses
  • Work related uniform and other clothing expenses
  • Work related self-education expenses Course taken at educational institution
  • Other work related expenses
  • Other types of deductions
  • Tax offsets/rebates

  • Other relevant information

  • (If yes, please provide the annual statement received from your health fund)
  • Spouse details (if applicable)

  • From _____ / _____ / _________ to _____ / _____ / _________
  • Client Details

  • FULL NAME and DATE OF BIRTH
  • Type of Asset (e.g: Shares / holiday home)
    Date acquired (approx)
    Price sold for (approx)
  • FIRM NAME and contact
    FIRM Address
    Details of work done (approx)
  • Salary and Wages 1

  • Salary and Wages 2

  • Salary and Wages 3

  • Details of work-related expenses Date

  • ADDITIONAL INCOME

  • Please include Bank, Branch, Account Number, Amount and if it is in a Joint Name?
  • Please include Bank, Branch, Account Number, Amount and if it is in a Joint Name?
  • Please include Bank, Branch, Account Number, Amount and if it is in a Joint Name?
  • Please include Bank, Branch, Account Number, Amount and if it is in a Joint Name?
  • Please include Company, Date Paid, Unfranked Dividends, Franked dividends, Franking credits, TFN Amount
  • Please include Company, Date Paid, Unfranked Dividends, Franked dividends, Franking credits, TFN Amount
  • Please include Company, Date Paid, Unfranked Dividends, Franked dividends, Franking credits, TFN Amount
  • Please include Company, Date Paid, Unfranked Dividends, Franked dividends, Franking credits, TFN Amount
  • Please include Trust, Amount, Franking credits, Trustee tax, TFN amount, Net capital gains and other
  • Please include Trust, Amount, Franking credits, Trustee tax, TFN amount, Net capital gains and other
  • Please include Trust, Amount, Franking credits, Trustee tax, TFN amount, Net capital gains and other
  • Please include Trust, Amount, Franking credits, Trustee tax, TFN amount, Net capital gains and other