What you need to lodge your tax return

We’ve put a guide together of all the information you may need to compile to lodge your tax return.



  • Your ID and Tax File Number
  • Bank details for refund
  • Payment Summaries (PAYG, Termination)
  • Details of spouse taxable income
  • Annual bank statement showing interest earned
  • Annual statement for investment properties
  • Dividend statements
  • Annual share trading reports in PDF and CSV
  • Annual statements from managed investment funds
  • Details of foreign income earned
  • Annual private health insurance statement
  • Last year’s tax return


  • Details of Income Protection Insurance, Sickness and Accident Insurance
  • Expense statements/receipts for investment property, depreciation report, mortgage bank statement
  • Evidence of donations to charities
  • Annual statement from Investment, Trust or Managed Fund
  • Accountant Fees Invoice for previous year’s tax return
  • Log book and expense receipts for vehicle used for work purposes
  • Receipts for work-related travel expenses
  • Receipts for tools, equipment and uniform
  • Education related expenses
About ATB Chartered Accountants - Small Business

Tax Calendar

The tax year seems like a never-ending list of things to report on and submit to the ATO. Never miss an important date again, we’ve put together a quick calendar of all your tax dates in one easy spot.

Tax Specialists

As experienced tax accounting professionals, with over 80 years combined experience, ATB Partners know tax. And we know business. The perfect combination to support you with your tax needs. Call us now to make an appointment.

Contact ATB Chartered Accountants today