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Personal
tax return
CHECKLIST GUIDE

GENERAL DETAILS

  • Photo ID or copy

  • Current address and bank account details (if changed from last year)

  • Contact details (mobile and email)

  • Spouse income details (if applicable)

  • Dependent details (if applicable)

INCOME

  • PAYG Payment Summaries

  • Interest earned from your bank account, including tax withheld if any

  • Additional income details if any (e.g. ABN income, dividends, management fund/trust/partnership distribution/foreign income etc)

  • Date of purchase

  • Settlement statement for purchase

  • Stamp duty

  • Settlement statement for sale

  • legal fees (both acquisition and sale)

  • Real Estate Agent commission

  • Advertising costs

  • Depreciation schedule (if applicable)

  • Prior year’s tax return with rental property schedules

  • Any other relevent documents

Rental property
(CAPITAL GAINS / lossES):

INVESTOR
TAX RETURN
CHECKLIST

Rental property (profit / loss):

  • Settlement statement of purchase (from solicitor)

  • Borrowing cost – e.g. mortgage insurance, loan setup costs etc

  • Annual summary from property agent (if applicable)

  • Gross Income (only if no agent summary are supplied)

  • Council and water rates (if not on the agent statement)

  • Strata levies (if not on the agent statement)

  • Repair and maintenance

  • Interest on mortgage (normally this will be listed on the band statement for the period ended 30th June, you may also find this from online banking)

  • Annual loan package fees (if any)

  • Landlord insurance

  • Quantity Surveyor’s depreciation report (if applicable)

  • All other expenses

Rental property
(CAPITAL GAINS / lossES):

  • Date of purchase

  • Settlement statement for purchase

  • Stamp duty

  • Settlement statement for sale

  • legal fees (both acquisition and sale)

  • Real Estate Agent commission

  • Advertising costs

  • Depreciation schedule (if applicable)

  • Prior year’s tax return with rental property schedules

  • Any other relevent documents

  • Dividend statements

  • Interest paid on loans to acquire shares if applicable

  • Cost of professional subscriptions and software

  • If any shares have been sold, please provide date of purchase, costs and sales details

SHARE MARKET INVESTOR