Individual Tax Return Checklist

Individual Tax Return Checklist

Fill in on screen, then print (or Save as PDF from your print dialog).

Income

Question
Yes / No
Comment
Did/Do you have any Salary or Wage Income?
Did/Do you receive any Government Payments?
Did/Do you have any Business Income / Side-hustle?
Did/Do you earn any Bank Interest?
Did/Do you have any Investments (shares, managed funds)?
Did/Do you have any Crypto Investments?
Did/Do you have any Rental Properties?
Did/Do you have any Overseas Income or Investments?
Did you make any early withdrawals from your Super?
Did you make any Capital Gains?

Expenses

Question
Yes / No
Amount / Notes
Did you make any Additional Super Contribution?
Did you make any Donations?
Did you have any Tax Agent Fees incurred during the year?
Do you have Income Protection Insurance?
Did you use your Vehicle for Work-Related Purposes?
How many kilometres did you travel?
Did you have other travel related expenses?
Did you have any Self-Education Deductions? (inc First Aid)
Did you purchase any uniforms/protective clothing for work?
Laundry – Times per week and is it mixed/just work?
Did you have any union fees?
Did you have any license/membership fees?
Did you have any professional indemnity insurance?
Did you work from home during the year?
Did you use your mobile for work? (other than at home)
Did you purchase any equipment or consumables for work? (Stationery, sunscreen, tools etc)
Did you purchase any new equipment for work?
Do you have any depreciation from last year for work assets?

Other

Question
Yes / No
Comment
Do you have Private Health Insurance?
Do you have a Medicare Card?
How many dependents do you have?
Do you have a spouse?
Do you have a HELP debt?
Did you pay Child Support during the year?
Do you have any Centrelink or Child Support Debt?
Have you had an ATO Audit previously?
ID Checked?