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).
Individuals starting from $79*
Sole trader starting from $150*
Ride sharing tax returns start from $110*
FinTax Group Offer
Qualified to handle your tax and financial needs.
Help you complete your tax return if you have more than one job, or income from other sources such as investments.
Offers a wide range of services from tax advice to business setup and advisory.
*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:
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
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
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.
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.
Shirley Liu is Finder's global program manager. She was previously the publisher for banking and investments and has also written comparisons for energy, money transfers, Uber Eats and many other topics. Shirley has a Master of Commerce and a Bachelor of Media, Journalism and Communications from the University of New South Wales. She is passionate about helping people find the best deal for their needs.
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