Tax Return Checklist
Use this checklist to organise the information and records that may be relevant to your tax return.
What to Bring to Your Tax Appointment
Answer questions about your income and expenses to prepare a document checklist. Bring the relevant records to your appointment so we can discuss your tax return.
Your Tailored Document Checklist
8 items identified. Check them off as you collect your paperwork.
Driver Licence or Passport, plus current Australian residential address and TFN.
BSB and Account Number where you want ATO tax refunds deposited directly.
Income statement accessible via ATO myGov or provided by employer
Summary of interest earned across all accounts during the financial year
Records of actual hours worked from home and records for expenses covered by the applicable ATO fixed rate
Receipts for assets bought for work. Items >$300 are depreciated over time
Receipts for voluntary donations of $2 or more to registered Australian charities
Private health insurance tax statement (often pre-filled from fund)
Missing a record?
McGregor Accounts can check available ATO pre-fill information for wages, bank interest, private health insurance and dividends. Let us know which records are missing; not all information is available through the ATO.