Annual Tax Return Checklist

Are you confused as to what paperwork you need to gather for the completion of your Annual Tax Return.  Here is a guide to help you.

1. General Information

  • Interest income from banks and building societies
  • Donation to charities
  • Health insurance rebate entitlement
  • Commonwealth assistance notices

2. Shares, Investments and Rental Properties

  • Dividend statements for dividends received
  • The purchase and sales contract notes of shares
  • Tax Statements of Managed Funds
  • The solicitor’s correspondence for the purchase and sale of real estate
  • Rental property statements and details of other expenditure incurred

3. Expense Details

  • Work related expenses
  • Self-education expenses
  • Travel Expenses
  • Medical Expenses ( if related to disability aids, attendant care or aged care)

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