Income tax checklist
Income
- PAYG summaries from employers, Centrelink, and/or superannuation funds.
- Lump sum payments eg. employment termination payments.
- Trust distribution statements.
- Partnership distribution statements.
- Dividend statements.
- Bank statements detailing interest earnt.
Work-related deductions
- Details of depreciable assets bought bought during the year eg. computers.
- Professional journals/magazines.
- Professional memberships/subscriptions.
- Receipts for continuing professional development courses and seminars.
- Receipts for self-education expenses.
- Receipts or evidence of work-related deductions such as protective clothing, uniform expenses and travel.
- Vehicle logbook for motor vehicle expenses.


