Personal Tax Records Checklist                                                                      Tel 1300 780 191

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Do you need to bring any of the following?  Check items, then print this handy checklist (use print option above). 

PAYG Payment Summaries from your employer (s)

Passbook or statement from your bank

Dividend statements regarding your investments showing unfranked, franked and imputation credit

Details of rental income earned and expenses relating to property

HECS Statement from the Australian Taxation Office

Spouse name, DOB, Tax File No and separate net income

Dependant Names, DOB, separate net income

Receipt, invoices, diary entries/log book or odometer records for your vehicle

Travel receipt and/or diary

Receipts or diary records of your laundry/uniform expenses

Receipts or diary records of your self-education expenses

Any receipts or notes regarding other work related expenses

Receipts for donations

Receipts of expenses of managing last year tax affairs

Superannuation Statements

Government Allowance Statement or Payment Summary

Non-Government Pension statement or payment summary

Details of foreign income, tax paid and expenses incurred

Statement from Health Insurer

Details of medical expenses/refunds received

Details of your distributions from a managed trust or partnership

ETP Payment Summary

Details of asset/s acquired/sold and expenses incurred

Details of other income received

Your Income and Expense records for your business                                

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