Individual Tax Return Checklist 2022

If you’ve booked your individual tax return appointment, your next step is to complete this checklist. Come to your appointment organised and it’ll be a seamless process – with that return finding it’s way into your bank account ASAP!

INCOME

Please provide evidence that is relevant for you:

• Salary or Wages (PAYG Payment Summary / Group Certificate)
• Allowances, Tips, Earnings, Directors Fees
• Employer Lump Sum Payments, Employment Termination Payments (ETP)
• Government. Allowances including Youth Allowances, Newstart and Austudy
• Australian Government Pensions and/or Superannuation Income Streams
• Australian Superannuation Lump Sum Payments Gross Interest for each account
• Dividends received on Shares and Managed Fund Statements
• Employee Share Scheme
• Distributions from Trusts and/or Partnerships
• Capital Gains (include the sales proceeds and all the costs related to acquiring the asset)
• Foreign Source Income
• Rental Property Income (please provide your annual summary from the real estate agent if available)
• Any other income

DEDUCTIONS

Please provide evidence that is relevant for you:

• Work Related Car Expenses (Cents per km up to 5000 business km’s or Log book method)
• Work Related Travel Expenses
• Work Related Uniform Expenses (including protective clothing)Work related Self-Education Expenses (travel to course, course fees, books & stationery)
• Work related Expenses (telephone, union fees, tools and equipment, computer, subscriptions, printing & stationery, internet cost, sun protection and any other work related deductions incurred)
• Costs incurred if you received income from interest and/or dividends eg, interest paid
• Donations (where receipts were given for donations over $2)
• Last Year Tax Agent Fee Income Protection

OTHER INFORMATION

For Individual Tax Return, please provide evidence that is relevant for you:

• Private Health Insurance Statement

• Spouses Income
• Any other documentation that you believe is relevant for your tax (bring it along and we will tell you whether it should be reported or claimed)

• BSB and Account Number (to have refunds paid directly into your bank account)

• A copy of previous year tax return (for new clients only)

• If you want a mortgage health check/review please bring your most recent home loan statement

• If you want a health check on your superannuation and personal insurances please bring your most recent superannuation statement

• For a tailored rental property checklist please email [email protected] or speak to your accountant

RESOURCE LINKS

What’s tax deductible?

Rental property checklist

Motor vehicle checklist

Sole trader checklist

Individual checklist