2025 Individual Tax Checklist

2025 Individual Tax Checklist

Click here to download the 2025 Individual Tax Checklist

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

NOTE: A tax deduction is an expense that directly relates to your income, an expense you have paid for but have not been reimbursed for, and you have proof of your expense (Receipt/substantiation)

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