Individual (Resident or Non Resident) tax return: Basic checklist
The form below summarises essential taxation information for which you, as resident or non resident for taxation purposes, should prepare relevant substantiation documents (preferably in advance of your first appointment with us) and bring them along with you in order to allow our tax agents to have a speedy approach to your tax lodgement with ATO.
Also please bring with you your Tax File Number, your bank account details, and, if you are a new customer, a copy of your previous year tax return and the details (name, email, phone number) of your previous accountant or tax agent.
You should also bring with you any PAYG Payment Summaries you have received from employers, dividend statements, bank interest records, income distribution statements, etc. Also any receipts, diary records, etc, to substantiate your claims for tax deductions.
Note: If you are still missing one of your payment summaries then you need to contact that employer as soon as possible to obtain it. If you can't get one from that employer then contact the Tax Office on 13 28 61. Don't forget to include all your payment summaries, even if you've only worked in a job for a couple of weeks.
It is advisable to use the short form below, to make sure you did not omit to provide any tax or accounting related documents that may be required for your tax lodgement. You can submit this straight to us (by clicking on the "Submit" button below the form once you fill it in), or if you prefer you can print it and take it with you at the time of your appointment.
Please click here for more detailed info on some of the items in the list below (link will open in a new window).