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!
To help you organise the documents and information needed to complete your tax return, and claim ALL you tax deductible expenses, we’ve created two helpful tax checklists.
Not sure about something in one of the tax checklists?
Don’t worry. Let your accountant know you’re not sure about something 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 if more verification is required.
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
- Once you’ve checked-off all the items you need to do your tax return, 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, get into good record keeping habits to make sure you claim everything you’re entitled to.
Read our blog: The key to paying less tax is good record keeping