“Don’t Forget to Bring” Checklist

02 Feb “Don’t Forget to Bring” Checklist

The ATO requires you to declare all income received during the financial year.


This may include:

  • PAYG Payment Summaries (Group Certificates) from your Employer or Superannuation Fund
  • Centrelink Payment Summaries (excluding Family Tax Benefit and some pensions – check with
  • Centrelink if in doubt)
  • Bank interest you have received in the course of the year that exceeds a total of $1
  • Income received from a Cash Management Fund (eg ING, AMP, Navigator etc) ** Please ensure you
  • bring the “Annual Tax Statement” with you, as the quarterly statements contain insufficient details.
  • All Dividends received from shares (even if reinvested towards more shares)
  • Rental income
  • Lump Sum Payments and Employment Termination Payments (whether from an employer or a
  • superannuation fund)
  • Business income (if self employed)
  • Capital gain/loss of an income producing or investment asset (from the sale of an income producing
  • asset e.g. shares, investment property, collectables or a vacant block of land etc)
  • ** Please bring documents relating to the original purchase as well as the sale.
  • Trust and/or Partnership distributions
  • Income received while working overseas
  • Some overseas pensions
  • Tips and gratuities
  • Any other income from either Australian or International sources


In addition to income information, please bring along (if applicable)

  • Receipts or details of work related deductions** please have receipts prepared– no shoe boxes please!!
  • Partner’s date of birth, Tax File Number, taxable income details
  • Private Health Fund statement
  • HELP and/or financial supplement loan statements
  • Total money spent on out of pocket expenses (or gap fees) for eligible medical costs (e.g. doctors,
  • dental, pharmacy, optical, hospital) if exceeding a total of $2060
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