What to Bring For Your Tax Return
Note: The ATO no longer issues refunds by cheque so you must provide your banking details to receive your refund.
Basic info:
-
Tax File Number
-
Bank details (BSB and account number)
Details of Income:
-
PAYG Summaries
-
Lump sum and termination payment summaries
-
Government/Centrelink payment statements
-
Interest income
-
Dividend statements
-
Other income from:
-
Business
-
Foreign income and summaries
-
Capital gains
-
Employee share schemes
-
Shares (click here)
-
Rental properties (click here)
-
Details of Expenses:
-
Work expenses:
-
Vehicle and logbook
-
Travel Diary
-
Uniform and Protective Clothing
-
Professional development
-
Home office Diary
-
Telephone, computer and internet Diary
-
Other work related expenses
-
-
Donations
-
Private health insurance statement