Please use this checklist and bring any relevant information with you as we cannot be sure when the Australian Tax Office Portal will have these details available.

INCOME

• Payment Summaries
• 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
• Business Foreign income
• Capital gains
• Employee share schemes

DEDUCTIONS (Work related expenses)

• Motor vehicle Travel (fares and accommodation)
• Uniforms/work-wear
• Self-education and professional development
• Union, registrations, tools, subscriptions, memberships
• Home office, seminars, conferences
• 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