Checklist of info for individual income tax returns

Click here to download the 2010 Tax Return checklist! 

• Payment Summary (previously called group certificate)
  • Work Motor vehicle expenses (visits to clients, travel to suppliers, customers, etc)
  • Travel expenses (cabs, public transport, airplane accommodation etc)
  • Clothing expenses (protection or uniform) for purchase and / or laundry of items
  • Study expenses (ie uni/tafe/post grad, etc) that can be related to work, or improvement of income
  • Other expenses, stationery, professional memberships, subscriptions, etc
• Details of interest received on bank accounts
  • Details of bank charges paid to equal above
• Details of dividends received on shares during year
• Details of investment related expenses such as
  • Newspaper subs
  • Magazine subs
  • Internet for research
  • Seminars and education courses etc
• If shares sold, purchase and sale details of those shares
• Trust distributions recd from Managed funds or family private trusts
• Details of purchase or sale of rental property, rental property statements of rent received, commissions paid, repairs, interest from bank statements, rates, etc
• Business items, income, list of any expenses that can relate to business income
  • Entrepreneur offset
• ETP from jobs quit
• Centrelink statements for centrelink / govt income
• Tax agent fees
• Donations
• Superannuation contributions (either yourself, spouse or children)
• HECS / HELP statements
• Details of children (name and DOBs)
  • Child care expenses
  • Medical expenses (inc conceiving / IVF expenses)
  • Baby bonus?
  • Details of Family Tax Benefit (FTB) claims (or advise none)
• Private health insurance cover?
• Medical expenses
• Dependant spouse and/or housekeeper
• Pension received details and associated rebate
• If armed forces, zone rebates and details (additional work related deductions)
• Invalid relative to care for?