Checklist

Tax Return Checklist

Preparing your details and documents before applying can make the tax return process smoother.

Personal details

  • Full name, date of birth and address
  • TFN
  • Bank details
  • Visa or tax residency information where relevant

Employment income

  • Income Statement or PAYG information
  • Work-related expense receipts
  • Work from home records
  • Other deduction details

ABN income

  • Total ABN income
  • Invoices, platform reports or bank deposits
  • Expense receipts
  • Work-use percentages for mixed-use costs
You do not need to have everything perfect before applying. Missing information can be requested during review.

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