The list below contains items that are required to complete a tax return. Please note however that some items may not be relevant to your individual situation.
Income
- PAYG Payment Summaries (previously Group Certificates)
- Payment Summaries for pensions or annuities
- Payment Summaries from Centrelink ie newstart, pensions etc
- Eligible termination payment statements
- Interest earned from bank accounts, debentures etc
- Share dividend statements
- Annual Taxation Statements from Trusts and managed investments, property and cash management trusts
- Income and expenses from investment property(s)
- Business income and expenses (self employed)
- Foreign pensions
Capital Gains/Losses
- Assets/shares buy and sell statements
Expenses
- A list of work related expenses
- Motor vehicle log and expense receipts
- Interest and fees on investment loans
- Donations to charities
- School building levies and library funds
- Fee charged for previous year’s tax return
- Income protection insurance and sickness and accident insurance
- Superannuation contributions (self employed)
Other
- Private health insurance details
- Amount of HELP debt or Financial Supplement loans outstanding
- Medical expenses if total out of pocket exceeds $2000
- Spouse date of birth and taxable income
