The Australian financial year ends on 30 June. Being organised before your appointment makes your tax return faster and helps make sure nothing is missed.
Income records
- Your income statement (available through myGov once your employer has finalised it)
- Bank interest and dividend statements
- Managed fund and trust distribution statements
- Rental income statements from your property manager
- Any business, contracting or side-hustle income
Deduction records
- Receipts for work-related expenses
- A record of work-from-home hours
- Car logbook or kilometre records
- Donation receipts
- Income protection insurance statements
Other documents
- Private health insurance statement
- Details of shares or property sold during the year
- Your spouse's income details, if applicable
Ready? Book your tax return appointment.
This page contains general information only and does not take into account your personal circumstances. Speak with us for advice specific to you.
