Tax return checklist

Tax returns are infamously time-consuming and laborious, use our tax return checklist to make your tax return easier.

Which receipts, details, and statements will you need? Forgetting to include some aspects of your return could you cost you money, and might ultimately land you in trouble with the Australian Tax Office (ATO).


  • Online Express Tax Returns starting from $19
  • Online Tax Adviser starting from $99*
  • Business tax returns from $280*

H&R Block Tax Return Offer

Enjoy the flexibility of lodging your tax return online with H&R Block.

Use the Online Express tax return system to lodge your individual or business tax return in less than 10 minutes. H&R Block will guide you through the process with tips and tricks and an accountant will check your return before sending it to the ATO.

Or opt for an Online Tax Adviser to lodge your return online with the help of expert tax consultants who will prepare your return for you and maximise your refund.

Promoted

Choosing a tax agent

Updated August 20th, 2019
Name Product Fee for unlimited income items (Wages) Deduction Item Fees Payment Options Online tax returns On-site tax returns
$19*
Included in total income item fee
Credit/Debit card
Cash
Cheque
Pay with your tax refund (no upfront payment)
Australia-wide
N/A
Complete your tax return online from as little as $19 with help from H&R Block's Online Express tool. This is a fast, cheap and easy solution for filing basic income tax returns as well as more complex tax returns.
$79*
$0 for up to $1000 of deductions
$65 for an investment property
Credit/Debit card
Cash
Australia wide
Sydney
Lodge individual & company tax returns online or in-person. Fast online form with additional options to complete tax returns for investment properties, sole trader tax and share investments.
$79*
$0 when you purchase the $49 income package
Credit/Debit card
Pay with your tax refund (no upfront payment)
Australia wide
N/A
Option to pay with your tax refund for an extra fee of $10 for basic returns. Lodge individual & company tax returns. Fast online form & free live chat.
$80*
Business tax: starting from $250
General deductions: $0
For motor vehicle expenses: $15
Credit/Debit card
Australia wide
Perth
A boutique firm that provides personalised experiences for all customers. Ideal option for individuals and small businesses based in Perth.
$99*
Included in total income item fee
Credit/Debit card
Cash
Cheque
Pay with your tax refund (no upfront payment)
Australia-wide
N/A
An ideal option for more complex tax returns, or if you want help maximising your return. A tax consultant will prepare your return for you online and lodge it with the ATO. Enjoy the benefits of a tax professional, but with the convenience of doing your return online.
$99*
$0
Credit/Debit card
Pay with your tax refund (no upfront payment)
Australia wide
Melbourne
Option to pay with your tax refund for an extra fee of $20. Lodge individual & company tax returns. Fast online form & free live chat. Special offer for business owners: Register your new company for only $499 (includes $488 worth of government fees and $100 cashback into your new business bank account). Click 'Go to site' to find out more. T&Cs apply.
$99*
$0 for up to 2 deductions
$29 for additional deductions
Credit/Debit card
Pay with your tax refund (no upfront payment)
Australia wide
Sydney
Option to pay with your tax refund for an extra fee of $29. Online and in-person tax services for individuals, sole traders and companies.
$99*
Business tax: starting from $179
$29 for up to 2 deductions
Additional $29 for extra deductions
Credit/Debit card
Bank transfer
Pay with your tax refund (no upfront payment)
N/A
Melbourne
Option to pay with your tax refund for an extra fee of $29. Basic tax returns over the phone Australia-wide. In-person individual and business tax returns in Melbourne.
$139*
Included in total income item fee
Credit/Debit card
Cash
Cheque
Pay with your tax refund (no upfront payment)
N/A
Australia-wide
Visit one of 470 conveniently located office locations across Australia for a personalised service to maximise your tax return for a fee of $139. For Students and Under 21 this fee is only $79. Option to pay with your tax refund for an extra fee of $20.
$155*
finder Exclusive: $5 discount
$0 for all work related deductions
Bank transfer
Credit/Debit card
Australia wide
Canberra
finder Exclusive: $5 discount when you apply for a tax return with Bennetts Tax through finder. Click 'Go to site' and complete the contact form to find out more. Income item fee includes returns on interest, dividends, Superannuation and pension. A flexible option for individuals, sole traders and companies.

Compare up to 4 providers

Updated August 20th, 2019
Name Product Fee for unlimited income items (Wages) Deduction Item Fees Payment Options Online tax returns
$19*
Included in total income item fee
Credit/Debit card
Cash
Cheque
Pay with your tax refund (no upfront payment)
Australia-wide
Complete your tax return online from as little as $19 with help from H&R Block's Online Express tool. This is a fast, cheap and easy solution for filing basic income tax returns as well as more complex tax returns.
$99*
Included in total income item fee
Credit/Debit card
Cash
Cheque
Pay with your tax refund (no upfront payment)
Australia-wide
An ideal option for more complex tax returns, or if you want help maximising your return. A tax consultant will prepare your return for you online and lodge it with the ATO. Enjoy the benefits of a tax professional, but with the convenience of doing your return online.
$99*
$0
Credit/Debit card
Pay with your tax refund (no upfront payment)
Australia wide
Option to pay with your tax refund for an extra fee of $20. Lodge individual & company tax returns. Fast online form & free live chat. Special offer for business owners: Register your new company for only $499 (includes $488 worth of government fees and $100 cashback into your new business bank account). Click 'Go to site' to find out more. T&Cs apply.
$79*
$0 when you purchase the $49 income package
Credit/Debit card
Pay with your tax refund (no upfront payment)
Australia wide
Option to pay with your tax refund for an extra fee of $10 for basic returns. Lodge individual & company tax returns. Fast online form & free live chat.
$79*
$0 for up to $1000 of deductions
$65 for an investment property
Credit/Debit card
Cash
Australia wide
Lodge individual & company tax returns online or in-person. Fast online form with additional options to complete tax returns for investment properties, sole trader tax and share investments.
$99*
$0 for up to 2 deductions
$29 for additional deductions
Credit/Debit card
Pay with your tax refund (no upfront payment)
Australia wide
Option to pay with your tax refund for an extra fee of $29. Online and in-person tax services for individuals, sole traders and companies.
$80*
Business tax: starting from $250
General deductions: $0
For motor vehicle expenses: $15
Credit/Debit card
Australia wide
A boutique firm that provides personalised experiences for all customers. Ideal option for individuals and small businesses based in Perth.
$155*
finder Exclusive: $5 discount
$0 for all work related deductions
Bank transfer
Credit/Debit card
Australia wide
finder Exclusive: $5 discount when you apply for a tax return with Bennetts Tax through finder. Click 'Go to site' and complete the contact form to find out more. Income item fee includes returns on interest, dividends, Superannuation and pension. A flexible option for individuals, sole traders and companies.

Compare up to 4 providers

Updated August 20th, 2019
Name Product Fee for unlimited income items (Wages) Deduction Item Fees Payment Options On-site tax returns
$139*
Included in total income item fee
Credit/Debit card
Cash
Cheque
Pay with your tax refund (no upfront payment)
Australia-wide
Visit one of 470 conveniently located office locations across Australia for a personalised service to maximise your tax return for a fee of $139. For Students and Under 21 this fee is only $79. Option to pay with your tax refund for an extra fee of $20.
$79*
$0 for up to $1000 of deductions
$65 for an investment property
Credit/Debit card
Cash
Sydney
Lodge individual & company tax returns online or in-person. Fast online form with additional options to complete tax returns for investment properties, sole trader tax and share investments.
$99*
$0 for up to 2 deductions
$29 for additional deductions
Credit/Debit card
Pay with your tax refund (no upfront payment)
Sydney
Option to pay with your tax refund for an extra fee of $29. Online and in-person tax services for individuals, sole traders and companies.

Compare up to 4 providers

Updated August 20th, 2019
Name Product Fee for unlimited income items (Wages) Deduction Item Fees Payment Options On-site tax returns
$139*
Included in total income item fee
Credit/Debit card
Cash
Cheque
Pay with your tax refund (no upfront payment)
Australia-wide
Visit one of 470 conveniently located office locations across Australia for a personalised service to maximise your tax return for a fee of $139. For Students and Under 21 this fee is only $79. Option to pay with your tax refund for an extra fee of $20.
$99*
Business tax: starting from $179
$29 for up to 2 deductions
Additional $29 for extra deductions
Credit/Debit card
Bank transfer
Pay with your tax refund (no upfront payment)
Melbourne
Option to pay with your tax refund for an extra fee of $29. Basic tax returns over the phone Australia-wide. In-person individual and business tax returns in Melbourne.
$99*
$0
Credit/Debit card
Pay with your tax refund (no upfront payment)
Melbourne
Option to pay with your tax refund for an extra fee of $20. Lodge individual & company tax returns. Fast online form & free live chat. Special offer for business owners: Register your new company for only $499 (includes $488 worth of government fees and $100 cashback into your new business bank account). Click 'Go to site' to find out more. T&Cs apply.

Compare up to 4 providers

Updated August 20th, 2019
Name Product Fee for unlimited income items (Wages) Deduction Item Fees Payment Options On-site tax returns
$139*
Included in total income item fee
Credit/Debit card
Cash
Cheque
Pay with your tax refund (no upfront payment)
Australia-wide
Visit one of 470 conveniently located office locations across Australia for a personalised service to maximise your tax return for a fee of $139. For Students and Under 21 this fee is only $79. Option to pay with your tax refund for an extra fee of $20.
$80*
Business tax: starting from $250
General deductions: $0
For motor vehicle expenses: $15
Credit/Debit card
Perth
A boutique firm that provides personalised experiences for all customers. Ideal option for individuals and small businesses based in Perth.

Compare up to 4 providers

Updated August 20th, 2019
Name Product Fee for unlimited income items (Wages) Deduction Item Fees Payment Options On-site tax returns
$139*
Included in total income item fee
Credit/Debit card
Cash
Cheque
Pay with your tax refund (no upfront payment)
Australia-wide
Visit one of 470 conveniently located office locations across Australia for a personalised service to maximise your tax return for a fee of $139. For Students and Under 21 this fee is only $79. Option to pay with your tax refund for an extra fee of $20.
$155*
finder Exclusive: $5 discount
$0 for all work related deductions
Bank transfer
Credit/Debit card
Canberra
finder Exclusive: $5 discount when you apply for a tax return with Bennetts Tax through finder. Click 'Go to site' and complete the contact form to find out more. Income item fee includes returns on interest, dividends, Superannuation and pension. A flexible option for individuals, sole traders and companies.

Compare up to 4 providers

*This is the minimum fee charged for income item tax returns. The price listed on this table is subject to terms and conditions. To find out more or to receive an accurate quote for your tax return, please visit the agent's website to submit an enquiry.

*The products compared on this page are chosen from a range of offers available to us and are not representative of all the products available in the market. There is no perfect order or perfect ranking system for the products we list on our Site, so we provide you with the functionality to self-select, re-order and compare products. The initial display order is influenced by a range of factors including conversion rates, product costs and commercial arrangements, so please don't interpret the listing order as an endorsement or recommendation from us. We're happy to provide you with the tools you need to make better decisions, but we'd like you to make your own decisions and compare and assess products based on your own preferences, circumstances and needs.

Tax return checklist

Here we’ve compiled a tax return checklist of some pre-return information you might need to get together:

Basics

  • Tax File Number (TFN)
  • Bank details: BSB, account number, account holder name, bank name
  • For medical expenses you will also need your medicare number
  • Details of children
  • Last year’s Income Tax Assessment

Earnings

  • Payment summaries (PAYG) from any places where you have received an income
  • Information on any lump-sum payments you may have received, potentially through termination payments, Centrelink. Personal injury payouts do not need to be reported if they occurred outside and unrelated to your workplace
  • Details on foreign earnings
  • Any interest received from banks or building societies
  • Statements of dividends received or invested
  • Statements on earnings from managed funds
  • Any other income gained, i.e. from properties or investments
  • If you have a spouse you will need details on their earnings and expenses

Deductions

  • Receipts for gifts and donations
  • Receipts for work-related expenses including transport (mileage), uniforms, technology necessary for your work
  • If self-employed, contributions to superannuation
  • Details about your income protection insurance
  • Costs for managing tax calculations, i.e. tax agents
  • Medical receipts, totalling >$2,120

Yes indeed, tax returns are tedious. But perhaps you have been squirrelling away your receipts all year, and can combine these with the docs mentioned in our tax return checklist above to make it a breezy, stress-easy affair.

The latest in tax-return

DISCLAIMER: Many of the comments in this article are general in nature and anyone intending to apply the information to practical circumstances should seek professional advice to independently verify their interpretation and the information applicability to their own particular circumstances.


Was this content helpful to you? No  Yes

Ask an Expert

You are about to post a question on finder.com.au:

  • Do not enter personal information (eg. surname, phone number, bank details) as your question will be made public
  • finder.com.au is a financial comparison and information service, not a bank or product provider
  • We cannot provide you with personal advice or recommendations
  • Your answer might already be waiting – check previous questions below to see if yours has already been asked

Finder only provides general advice and factual information, so consider your own circumstances, or seek advice before you decide to act on our content. By submitting a question, you're accepting our Terms of Use, Disclaimer & Privacy Policy and Privacy & Cookies Policy.
Ask a question
Go to site