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Appointment Checklist

Tax Appointment Checklist

Use this helpful tax checklist to stay on top of everything you need for your next appointment, making it as efficient and effective as possible.

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Individual Returns
Income Statements (if received)
Receipts from work related expenses
Vehicle logbooks
Diaries for Home Office, Mobile Phone and Internet usage
Any extra money earned (e.g. Uber Driving, Bank Interest)
Share dividend statements|Managed Fund statements
Private Health Statement (if received)
Distribution statements from Partnership or Trust Income
Superannuation contributions statement (if claiming deduction for voluntary super contributions)
Bank details (for refund to be paid into)
Personal Identification
Drivers License, Passport or form of identification
Business Tax Returns
Bank statements (excel format)
Receipts for any cash purchases
Loan statements|Payroll reports
Vehicle logbooks and diaries for Home Office, Mobile Phone and Internet usage|Any extra money earned (e.g. Uber Driving, Bank Interest)
Share dividend statements
Managed Fund statements
Distribution statements from Partnership or Trust Income
Superannuation contributions statement
Spouse Name, DOB and Income
Crypto
Tax Statement (if received)
Buy/Sell CSV file
Multiple wallets? Then also provide the Send/Receive CSV file
Rental Property Income
Income and expenses from investment properties
Real Estate Agent end of financial year statement
Interest paid statement for investment property loans
Depreciation reports|Number of weeks property was rented
Foreign Income
Income received from outside Australia
Income from employment and personal services
Income from assets and investments (including Rental Properties)
Capital gains on overseas assets
Spouse
Spouse Name
Spouse DOB
Spouse Income
Capital Gains and Losses
Purchase Date and Price for disposed asset
Sale Date and Price for disposed asset
Re-investment statements if applicable