Individual Tax Return Checklist
Welcome to Sharon's Accounting Service Tax return system
Income
Please make sure you have all of your documentation ready to upload:
DataFile Reconciled (if applicable)
Bank/Loan Statements (if applicable)
Group Certificates
Investment Documents
Any Other Expenses
INCOME - Have you received any of the following payments:
Please Select All That Applies
Salary or Wage from Employment, including any Allowances?
Employer Lump Sum Payments/Redundancy?
Government Payments, Youth Allowance, Newstart, Austudy, Sickness, Age Pension, Sole Parent etc?
Have you bought, sold, traded or gifted cryptocurrency over the financial year?
Interest from any source in Australia, Bank Accounts or Term Deposits?
Have you sold or disposed of an any asset, eg shares, house, land, precious metals or foreign assets?
Dividends from companies in Australia, incl any that have been reinvested?
Do you have any other income not described above? (Please provide documentation)
*
Employee Share Schemes
Rental Properties
N/A
Business Income
Trust or Partnership Distribution
Other
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Deductions
DEDUCTIONS - Have you paid for any of the following expenses:
Select That Apply to You
Did you use your car for work, other than travel home to work?
Do you have work related uniform that is compulsory, occupation specific or protective clothing?
Gifts or donations to charitable organisations?
Other
Did you travel for employment and reimbursed by your employer?
Did you undertake study in relation to employment that you paid for?
N/A
Make/Model and Rego of Car
Alternatively, you can bring a copy of your logbook
Yes, I'd prefer to bring a copy of my log book
Any other work related expenses such as union fees, professional subscriptions, work related tools or equipment, telephone, computer, internet, stationery, seminars or conferences, home office exp, safety items?
Yes
No
To support your claim, please upload receipts or invoices you have for any work related expenses
Browse Files
Drag and drop files here
Choose a file
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of
Alternatively, you can bring those receipts in to your accountant
Yes, I prefer to bring my receipts in
Any other deductions including:
Personal superannuation contribution
Income protection/accident insurance
Other
N/A
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Details
MEDICARE LEVY SURCHARGE, TAX OFFSETS & ADJUSTMENTS
Do you have private health insurance?
Yes
No
Did you make a superannuation co-contribution?
Yes
No
RENTAL PROPERTY INCOME/DEDUCTIONS
Do you have a rental property?
Yes
No
WORKING FROM HOME DEDUCTIONS:
Please check the box if you have the below
Receipts for equipment which you may have purchased in order to work from home. (Receipts for stationery, paper, printer ink, or other consumables).
A diary or genuine estimate that you worked from home
A total number of phone calls or text messages you made from your personal phone related to work.
A diary or genuine estimate of the work-related usage of your internet and monthly cost.
FINAL DETAILS:
Name
*
First Name
Last Name
Email
*
example@example.com
If circumstances during the financial year changed and not covered in checklist, please provide more details
Submit
Should be Empty: