Tax Return Checklist Australia
Complete tax return checklist for Australia
Everything you need to prepare and lodge your tax return with the ATO
Preparation Progress
0 of 22 items completed
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Your TFN if you don't have it memorized
For any refund to be paid
If applicable
If you have private health insurance
From all employers for the financial year
Interest earned on all bank accounts
From all shareholdings
If you own investment properties
From selling assets like shares or property
If you earned income overseas
Government benefit payments received
Uniforms, tools, training, subscriptions
Logbook or cents per kilometre method
If you worked from home
Course fees, textbooks, student loan interest
Receipts from registered charities
Financial advice, management fees
From previous year's return
Automatically calculated if eligible
If you have private health insurance
If you're eligible
If applicable
Ready to Lodge Your Return?
Once you've gathered all required documents and information, you can lodge your tax return through myGov or with a registered tax agent. The ATO deadline is typically 31 October, but if you use a tax agent, you may have until May the following year.
Important: This checklist is a guide only. Individual circumstances may vary. Please consult with a qualified tax professional or refer to the ATO website for advice specific to your situation.