Individual (Resident or Non Resident) tax return
Tax Agent Bondi Junction - Tax Accountant Bondi - Sydney Tax Consultant

 

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).

 
Checklist for Individual Tax Return

Tax Agent Bondi Junction - Tax Accountant Bondi - Sydney Tax Consultant

*First name:
*Last Name:
*Phone no.:
Mobile:
*Email:
Address:
*Street:
*Suburb:
*State:
*Postcode:
Please check only those items that apply to you:
Details of (any changes in) residential/postal/email addresses, occupation, phone or fax numbers
Info available:
PAYG Payment Summaries (salary & wage income), including including superannuation and termination of employment details
Info available:
Details of other earnings (e.g. allowances, benefits, director’s fees, commissions, tips and any other income, including payments received under sickness and accident insurance policies, Australian annuities and superannuation or other pensions)
Info available:
Pensions and other benefits received, such as details of Newstart, Sickness Allowance, Exceptional Circumstances Relief payments, Austudy or other education allowances, pensions or other benefits and allowances received from the Australian Government, and details of any exempt pensions received
Info available:
Interest received, such as details of ALL bank accounts operated and the name/s in which the account/s is/are operated, details of any tax deducted from gross interest earned, details of bank charges on interest-bearing accounts
Info available:
Dividends received (please provide details of all dividend notices supplied by companies, of any dividend reinvestment schemes or received bonus shares, and details of any tax deducted from gross dividends earned)
Info available:
Partnerships and trusts (please provide details of all dividend notices supplied by companies, of any dividends from reinvestment schemes or received bonus shares, and details of any tax deducted from gross dividends earned)
Info available:
Publicly listed and investment trusts (please provide copies of Annual Tax Statements detailing the taxable components of distributions received from each fund)
Info available:
Details of any shares or other assets acquired or sold during the financial year, this includes any real estate, shares or instalment receipts, unit trust investments, plant and equipment, motor vehicles, etc. (the link provided below this form gives more details on this)
Info available:
Details of any foreign employment, pensions, interest, dividends or distributions, and associated tax credits
Info available:
Rental property details (the link provided below this form gives more details on this)
Info available:
Details of any employment-related expenses and documentation supporting these expenses (the link provided below this form gives more details on this)
Info available:
Gifts or donations $2 and over (the link provided below this form gives more details on this)
Info available:
Interest and dividend deductions (eg, details of interest and other charges paid on loans relating to interest and dividend-bearing investments)
Info available:
Spouse income and all other taxation relevant details (require to calculate eg, your medicare levy liability, eligibility for any special rebates, etc; the link provided below this form gives more details on this)
Info available:
Zone rebate (record of time spent during the financial year in remote locations)
Info available:
Non-employer sponsored/personal superannuation contributions (the link provided below this form gives more details on this)
Info available:
Details of net medical expenses incurred (if they exceed $1,500; see link below for more details on this)
Info available:
HECS/HELP details (the link provided below this form gives more details on this)
Info available:
Private health insurance (please provide a copy of private health insurance statement detailing insurance cover held by/covering you, your spouse and your dependent children during the financial year)
Info available:
Child care tax rebate (link provided below this form gives more details on this)
Info available:
Please include any other information you consider relevant in the box below:
:

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CPA Public Practice Bondi Junction - Tax Accounting Bondi - Sydney Taxation Practice
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