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.

Income

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

Deductions

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.

What you need to lodge your tax return