For Individuals:

• Income Statements :

  From employers, super funds, or government agencies.

• Investment Income :

  Dividend statements, interest, or rental income records.

• Work-Related Expenses :

  Receipts for uniforms, travel, professional memberships.

• Medical Expenses :

  Certain health expenses may be claimable.

• Charitable Donations :

  Ensure you have receipts from registered charities.

For Business Owners:

• Business Income & Expenses :

  Profit and loss statements.

• BAS Reporting :

  For GST-registered businesses.

• Employee Details :

  Payroll reports, superannuation contributions.

• Asset Purchases :

  Records of business equipment and assets for depreciation.

SMSF Members:

• Investment Reports :

  Income from shares, property, or other assets.

• Expenses :

  SMSF audit fees, insurance premiums.

• Super Contributions :

  Member contributions and employer payments.

Having a tax checklist ensures you’re prepared for tax time, helping avoid missed deductions or late submissions.