Individual Tax Return Checklist

Income Details
  • PAYG Payment Summaries
    • Details on any Allowances Received
  • New start / Youth Allowance Statements
  • Any government payments
    • Dividend Statements
  • Interest Income Details
  • Managed Funds Annual Statements
  • Income under ABN
  • Rental Property Annual Summaries
Other Details
  • Private Health Insurance Annual Tax Statement
  • HECS / HELP Statement from the ATO
  • Spouse details (Spouse, Partner or De fecto)
  • Number of dependent children