2024 Individual Tax Checklist
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Income
- Payment Summaries & Income Statements
- Lump Sum & Termination Payment Summaries
- Government Payment Statements (If received)
- Interest from Banks & Building Societies
- Dividend Statements for Received/Reinvested Dividends
- Annual Tax Statements from Managed Funds
- Buy/Sell contract notes for share transactions
- Annual Tax Statements for Crypto
Deductions (Work related expenses)
- Vehicle Logbook for Motor vehicle expenses
- Travel (fares & accommodation)
- Uniforms/Workwear
- Self-Education & Professional Development
- Union, Registrations, Tools, Subscriptions, Memberships
- Home Office No. of hours worked from Home
- Seminars & Conferences
- Telephone, Computer, Internet
- Any other costs incurred earning income
- Donations to Charities or Building Funds
- Income Protection Insurance
- Receipts for Rapid Antigen Tests
- Acknowledgement to claim Tax Deduction for Personal Contributions from your Super Fund
Other Income
- Rental Properties
- Business
- Foreign Income
- Capital Gains
- Employee Share Schemes
Offsets & Refunds
- Health insurance & rebate entitlement statement
- IAS statements or details of PAYG instalments paid
- Spouse details including taxable & exempt income