Tax Return Checklist

Work through this list before your appointment and we'll be able to prepare your return faster, without us having to chase you for paperwork. Your progress is saved on this device, so come back and finish it later if you need to.

0 of 31 ready

Income

0 of 6

Other income

0 of 5

Deductions (work related expenses)

0 of 10

Offsets and refunds

0 of 3

Business (if you hold an ABN)

0 of 7

Tax refunds

Remember to bring your bank account details (including the BSB and account number), your TFN and ID to your appointment. If you receive a refund, you can also use our Fee from Refund service.

Ready to lodge?

Bring your printed checklist along and we'll take care of the rest.

Book an Appointment