Tax Return Checklist  

 "We've simplified the process to make sure you don't overlook any potential deductions this tax season. Just follow our user-friendly tax checklist to prepare for your appointment with us."


  • Payment Summaries and Income Statements
  •  Lump Sum and Termination Payment Summaries
  •   Government payment statements, if received
  •  Interest income from banks and building societies.
  •  Dividend statements for dividends received or reinvested.
  • Annual Tax Statements from Managed Funds


Other income

  • Rental properties (including Airbnb, Stays, etc.)
  • ABN income
  •  Business (including sharing economy income, e.g., Uber, Airtasker)
  • Foreign income
  •  Capital Gains (including cryptocurrency gains)
  • Employee share schemes

Deductions (work related expenses)

  •   Motor vehicle
  •  Travel (fares and accommodation)
  •  Uniforms/workwear
  •   Self-education and professional development
  •   Union, registrations, tools, subscriptions, memberships
  • Home office, seminars, conferences
  • Working from home hours
  •  Telephone, computer, internet
  • Any other costs incurred earning income.
  • Donations to charities or building funds.
  •  Income protection insurance


Offsets and refunds

  •   Health insurance and rebate entitlement statement
  •  IAS statements or details of PAYG instalments paid
  • Spouse details including taxable and exempt income

Tax refunds

Remember to bring your bank account details, including the BSB and account number with you to your appointment.