Finding all the documents you need to complete your income tax return can be a bit of a hassle. Simple tax checklists make it SO much easier!
It can be hard to remember everything you need to do your tax return and if you forget things, you could miss out on claiming valuable tax deductions. So, to help jog your memory and collect all the documents and information you need we’ve created two helpful tax checklists.
A basic checklist for simple tax returns
A comprehensive checklist for more complex returns
Not sure about something in one of the tax checklists?
Don’t worry. Let your accountant know you’re not sure if something applies to you via My Messages or the Any Other Questions section at the end of your return. Your accountant will check your return and confirm whether or not you can claim an expense. They will also tell you if you have provided the correct documents or they need more verification.
Don’t have everything you need to complete your tax return?
If you’re waiting for a statement or some other document to verify a claim, you can still get started on your return at etax.com.au. Simply fill in and upload as much detail as you can, then save the return until you receive – or find – the missing document.
Download your tax-time checklist PDF here:
How to use the tax checklists:
- Save and/or print the checklist
- Mark each item as you find it – or simply use it as a reference
- Once you’ve checked-off all relevant items, simply start your online return and you can be finished in minutes
Make tax time easier; make sure you are familiar with what expenses are tax deductible. Plus, good record keeping habits make sure you claim all your entitlements.
At Etax Accountants we make tax easy! If you have any questions regarding your tax return, don’t hesitate to contact us – we’re happy to help.