tax return checklist form

What tax year is the tax return for?*
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Our tax return preparation is based on the information you provide. Click here to read our full legal and tax responsibility notice.

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GENERAL INFORMATION
Surname:*
Given names:*
Last four digits of your TFN:
Your ABN:
Date Of Birth*

DayMonthYear
Occupation
Please type the occupation (in case not listed above)
Residential Address:*
Email
example@example.com
Bank Details (In case eligible for refund)
BSB:*
Account Number:*
Account Name:*
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📞 Call us: (03) 911 57406
📧 Email: info@lyndengroup.com.au
🌐 Visit: www.lyndengroup.com.au

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Were you ...... for the entire tax year:*
i. When was the date you arrived in Australia

DayMonthYear
ii. Provide us with current valid Visa Grant Notice*

Cancelof
Have you and/or your spouse lodged an application(s) for permanent residency or permanent visa with the Department of Home Affairs?

YesNo
Please advise which date the application was submitted

DayMonthYear
Date
Were you married or in a de facto relationship?*

YesNo
a. Spouse Surname*
b. Spouse Given names*
c. Spouse Date of Birth*

DayMonthYear
d. Spouse's Residency*
e. Last four digits of your spouse TFN
f. Spouse Estimate Income for the tax year*
g. If not for the full year relationship, please provide:
· Start Date

DayMonthYear
Date
· End Date

DayMonthYear
Date
No. of Dependants: *
If you are a new client, please provide last year’s tax return

Cancelof
Is this your FINAL tax return?*

YesNo
If yes, please confirm your departure date from Australia*

DayMonthYear
Date
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📞 Call us: (03) 911 57406
📧 Email: info@lyndengroup.com.au
🌐 Visit: www.lyndengroup.com.au

INCOME
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Please tick on all the income types that you earned in the tax year

Salary & WagesSole Trader incomeRental Properties (Domestic & Foreign)Foreign IncomeShares, Dividends (Domestic & Foreign)Other income
- Please advise how many employers (including Australian and foreign employers) you have worked for during this Financial Year:*
- Please provide the final payslip(s) issued by your Australian employer(s) for this financial year.
  
  Cancelof
- Please attach all the invoices or payslips for any foreign personal service and/or foreign employment income.
  
  Cancelof
- Let’s Make Tax Time Easy! To help us prepare your return faster, please either:
  ✅ Give us Advisor access to your accounting software (Xero, MYOB, Zoho, QuickBooks, etc.) by inviting admin@lyndengroup.com.au. OR
  📎 Upload a summary of your income and expenses for the tax year. Whichever is easier for you — we’re here to make it simple!
- Upload a summary of your sole trader income and expenses for the tax year
  
  Cancelof
- How many investment properties do you have?*
- Please attach Agent Summaries provided by your Agent or Summary of Income for all properties.
  
  Cancelof
- As your income selection indicates foreign income sources (such as overseas employment, pensions, or bank interest), please provide supporting documentation. This may include payment slips, bank statements, and tax receipts issued by foreign authorities.
- File upload
  
  Cancelof
- Your income selection includes investment income from shares and dividends, which can be from both domestic and overseas investments.
  
  To help us accurately prepare your tax return, please provide the following documentation for the relevant tax year:
  - Purchase and sale statements for shares and cryptocurrency.
  - Share/security statements.
  - Dividend/distribution statements.
  - Invoices or receipts for any costs incurred to manage these investments.
- File upload
  
  Cancelof
- Please attach payment statements and/or receipts or any relevant documents including but not limited to:
  - Purchase & selling agreements for any assets sold in the period of the tax year
  - Invoices/Receipts of any relevant costs
- File upload
  
  Cancelof
- Did you sell any assets (Shares, Cryptocurrencies, Properties, etc.) in the mentioned tax year?*
  
  YesNo
- Need help understanding a question? Click here to chat with our helpful assistant.
- From tax strategy to financial clarity, Lynden Group partners with you to grow smarter — not harder.
  
  📞 Call us: (03) 911 57406
  📧 Email: info@lyndengroup.com.au
  🌐 Visit: www.lyndengroup.com.au

	Total kms travel in the tax year
Work (Employment)
Sole trader business

	Answers
Locations
Acquisition date (DD/MM/YYYY)
Acquisition price
Date property first earned rental income
% of ownership
Did you sell the property during the tax year? If yes, what date (DD/MM/YYYY)?
If any, please provide invoices/receipts of all expenses related to the property.

	Answers
Locations
Acquisition date (DD/MM/YYYY)
Acquisition price
Date property first earned rental income
% of ownership
Did you sell the property during the tax year? If yes, what date (DD/MM/YYYY)?
If any, please provide invoices/receipts of all expenses related to the property.

	Answers
Locations
Acquisition date (DD/MM/YYYY)
Acquisition price
Date property first earned rental income
% of ownership
Did you sell the property during the tax year? If yes, what date (DD/MM/YYYY)?
If any, please provide invoices/receipts of all expenses related to the property.

Are you ready to review ?*

YesNo
REMEMBER
- You CAN'T claim a deduction for normal daily journeys between home and work.
- You don’t need written evidence for car rexpenses, BUT you need to be able to show how you worked out your business kilometres (for example, by producing diary records of work-related trips)
- You will need a record of all the hours you work from home (for example, timesheets, rosters or a diary)
Click the Review Answer below and you can submit the form. If you have any questions or need further assistance, please feel free to contact us at info@lyndengroup.com.au, or reach us at 03 9115 7406
Thank you! You may now save your progress or come back later.

If you have any questions or need further assistance, please feel free to contact us at info@lyndengroup.com.au, or reach us at 03 9115 7406
Should be Empty:

	Amount	Purpose	Attachments
Taxi, ride-share, flights and public transportTaxi, ride-share, flights and public transport
Accommodation
Meals
Incidental expenses

	Items/Descriptions of the items	Amount	Purpose	Percentage
1
2
3
4
5

	Amount	Attachments
Protective Clothing, Uniforms, Occupation-specific clothing, Laundering, and Dry Cleaning of Clothing
Union Fees, Memberships, accreditations, fees and commissions
Professional Seminars, courses, conferences, and workshops
Reference Books, Technical Journals and Trade Magazines

GENERAL INFORMATION

INCOME

EXPENSE