Personal Income Tax Return Checklist

Personal Income Tax Return Checklist


·         PAYG Payment Summary (Group Certificate)

·         Bank interest summary

·         Dividend statements

·         Investment property annual statement(s)

·         Business income

·         Spouse’s adjusted taxable income

·         Any other statements of income received



·         Work-related receipts: travel, printing and stationery, internet, mobile phone, memberships,

work clothing, motor vehicle (contact us)

·         Donation receipts (not where prizes are offered)

·         Previous tax agent’s receipts

·         Investment property expenses (see other schedule)

·         Business deductions


·         Private Health Fund Annual Statement

Capital Gains Tax:

·         Purchase and sale of shares, property or business: dates and amounts


(Please note this is meant as a guide only and not an exhaustive list.)