Before you start your tax preparation:

Checklist (things required:)

  • PAYG payment summary (from employer)
  • Centrelink payment summary
  • Bank interest earned (both Australian and overseas)
  • Dividend statements
  • Spouse's taxable income
  • Registered health insurer tax statement
  • Work related expenses
  • Donation paid
  • Tax agent fee paid
  • Net medical expenses
  • Copy of prior year income tax return
  • Rental income and expenses
  • HECS/HELP statement
  • BSB, a/c number and a/c name (for deposit via EFT of tax refund)