Individual Checklist

INDIVIDUAL CLIENT TAX RETURN CHECKLIST

This checklist has been designed to assistyou to collect the information we will need to process your tax return.

With Single Touch Payroll Reporting, a lot of information is available on the ATO Portal.

However, we can’t see everyting, nor do we have access to your MYGOV account.

INCOME:

PAYG Payment summary (if issued with one)

Allowances received from your employer

Government benefits summaries

Share Dividend Statements

Bank interest received

EXPENSES:

Receipts for all work related purchases (this can include tools, uniforms etc)

Logbook for km’s travelled for work purposes

Personal contributions towards your superannuation

Donations

Accounting Fees