Tax time checklist

Tax time checklist

Lodging your tax return is easier when you have everything ready that you will need.

The basics

You will need your:

  • tax file number
  • bank details (BSB and account number) to receive any refund owed

Details of your income and expenses

These could include:

  • details from payment summaries from employers, super funds, Centrelink or Department of Veterans’ Affairs
  • statements from banks and financial institutions showing interest received
  • details of foreign pensions or other foreign income received
  • employment termination payment summaries
  • receipts for gifts, donations and work-related expenses
  • details of any child support payments made.

If you have a spouse, you will need details of their income and expenses


If you have shares, units, managed funds or other investments you will need details of:

  • dividend payments and distributions from managed funds
  • any investment gains or losses from the disposal of shares, units and rental properties.

Rental properties

If you own a rental property you will need details of:

  • rental income earned
  • interest charged on money you borrowed for the rental property
  • other expenses relating to the property, including any expenditure on capital works.