Individual Checklist


- Gross Salary, Wages, Allowances, Benefits, Earnings, Tips and Directors Fees-
– Income from Business Activities-
– PAYG Payment Summaries
– Details of any non-cash benefits received
– Lump sum and termination payments- All documentation should be provided including an ETP Payment Summary from the employer or fund
– Government Social Security payments, including pensions, unemployment and sickness benefits
– Details of any CGT asset sales (e-g- shares and real estate)- Please include dates of, and costs associated with, acquisition and disposal- (You can save tax if you qualify for the variety of CGT concessions)
– Annuities, including allocated pensions
– Income from trusts and partnerships- Statements of distribution should be provided where appropriate
– Rental income
– Interest and dividends received and any tax deducted- Include details of franked dividends
– Foreign source (employment and pension) income and details of any foreign tax credits


- Investment and property expenses (carefully detail interest claims)
– Subscriptions (not including sporting or social clubs)
– Employment related Expenditure such as work-related motor vehicle, self-education, protective clothing and uniform expenses
– Computer related expenses
– Mobile phone and internet work related expenses
– Donations of $2 and over
– For self-employed persons details of any superannuation contributions made
– Tax Agent Fees and other accounting/tax audit fees
– Special deductions (Australian films, investment shelters and agribusiness-type schemes)
– Bank fees (where the credit or deposit represents assessable income)
– Unrecouped prior year losses


- Details of private health insurance, unless your premium is net of the rebate
– Details of superannuation contributions where no tax deduction can be claimed
– Any changes in dependants (income of spouse should be provided)
– Details of any income received in a lump sum which was accrued in earlier income years (e-g- assessable pensions)
– Net family medical expenses if they exceed $1500 in total
– HECS Debt details
– Education Expenses – Details of education expenses including computers, printers USB flash drives, computer repairs, software for educational use, textbooks, stationery and prescribed trade tools. (Excludes school fees, uniform costs, excursions, camps, photos, musical instruments and sporting equipment.)

The rebate is 50% of eligible education expenses capped at:
– $750 for each primary school student giving a maximum rebate of $375 per child
– $1500 for each secondary school student giving a maximum refund of $750 per child