Individual tax returns

Individual Tax Return Checklist

A practical list of what to have on hand for your appointment. If something is missing, we will tell you what we need and why — you do not need to gather everything perfectly before contacting us.

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Income

Tell us about all of it

Even if you're not sure something needs to be reported, mention it — we'll work out what applies.

Employment & government

  • Salary or wage income
  • Government payments (Centrelink, etc.)

Business & investment income

  • Business income or a side hustle
  • Bank interest
  • Investments — shares, managed funds
  • Cryptocurrency investments

Property & other income

  • Rental properties
  • Overseas income or investments
  • Early withdrawals from super
  • Capital gains from selling an asset
Work-related deductions

What you spent to earn your income

Vehicle, travel & education

  • Vehicle used for work — how many kilometres
  • Other work-related travel
  • Self-education, including first aid courses

Uniforms, tools & equipment

  • Uniforms or protective clothing
  • Laundry — how often, and whether it's mixed with personal washing
  • Equipment or consumables for work (stationery, sunscreen, tools, etc.)
  • New equipment purchased for work
  • Depreciation carried over from last year's work assets

Memberships, home & phone

  • Licence or membership fees
  • Union fees
  • Professional indemnity insurance
  • Time spent working from home
  • Mobile phone for work — monthly cost and work-use percentage
Personal & financial

A few things that aren't work expenses, but still count

Super & giving

  • Additional personal super contributions
  • Donations to deductible gift recipients

Fees & insurance

  • Tax agent fees from last year
  • Income protection insurance
  • Ongoing annual financial planner fees
Other things to confirm

A few quick yes/no items

These don't take long to answer, but they change how your return is prepared.

Cover & family

  • Private health insurance hospital cover for all dependents
  • Medicare card details
  • Number of dependents
  • Whether you have a spouse

Debts & obligations

  • HELP/HECS debt
  • Child support paid during the year
  • Any Centrelink or child support debt

History & ID

  • Whether you've had an ATO audit previously
  • Photo ID, ready to be checked
Documents to bring

The essentials

Photo ID, your Tax File Number, and bank details for your refund. Beyond that: income statements from each employer, receipts for anything you think might be deductible, and a depreciation schedule if you had one prepared last year.

Not sure if something counts? Bring it anyway. It's much easier for us to leave something out than to track it down after your appointment.
Ready to book?

Bring what you have — we'll take it from there

Standard returns start at $165. Investor and sole trader returns vary based on complexity.

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Related pages

Keep exploring

Individual Tax Returns → The full picture of what we cover and what it costs. Micro Business & Side Hustles → Hobby vs business, ABN & GST, and what you can claim. Rental Property Tax & Accounting → Tax and accounting support for investment properties. Capital Gains Tax Advice → Selling property, shares or other assets.

Important information: This checklist is general in nature and may not cover every situation. What applies to you depends on your personal circumstances. Obtain advice relevant to your circumstances before relying on general information when preparing your tax return.

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07 5317 6040

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3/2 Summerholm Rd, Hatton Vale

PO Box 396, Gatton QLD 4343

Mon to Fri - 8am to 4pm

Saturday appointments available on request

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