☐ Income Statements (PAYG Payment Summaries) from all employers for 2024-25.
Note:
> If you only have myGov access, ensure they’re marked “Tax Ready”.
> If multiple jobs or you changed jobs, we need each.

☐ Government Payment Summaries for any Centrelink or Department of Veterans’ Affairs payments.
This includes JobSeeker, Age Pension, Disability Pension, Austudy, Carer payments, etc.
Note: we can also retrieve these details using ATO's pre-filled feature, but it is good to have your record.

☐ Investment Income Statements:
Including:
> Bank interest summaries (or Dec/June bank statements showing interest received).
> Dividend statements for all shares/managed funds: usually you’ll have a few per company or one annual tax summary from your broker [Key info: dividend amount, franking credit, date paid].
> Annual Tax Statements from managed funds/ETFs (AMMA statements): usually issued by August. Includes your share of trust income and credits. Essential if you own units in any managed investment or ETF.

☐ Cryptocurrency Reports:
If you traded crypto, provide a transaction report or CSV from each exchange or a consolidated report from a crypto tax tool. Include detail of each sale/trade (date, crypto sold, crypto received, amounts). Also note any staking or mining income (with dates and coin amounts).

☐ Rental Property Summary
For each property.
> Annual rental statement from property manager OR summary of rents received (by month).
> Expenses list (or an end-of-year expenses summary): interest (provide loan statements), rates, insurance, maintenance, etc.
> New assets: info on assets purchased for the property (e.g., new hot water system, $2,000 on 12/3/2025).
 If sold property: settlement statement of sale and purchase (to calculate CGT), plus records of any improvement costs over the years.

☐ Business Income & Expenses
If applicable, as discussed
>  Profit & Loss statement from your accounting software or a list of all income and expenses categorized.
> Invoices or summaries for income.
> Receipts for major expenses (or a spreadsheet with totals per category and large receipts attached).
> Vehicle logbook (if claiming car expenses via logbook) and car expense receipts.
> Asset purchases: invoices for any equipment/vehicle bought (so we know cost and date).
> Home office calculation if claiming (measurement of office area vs house, or hours worked at home)
> GST: copies of BAS if lodged, so we align figures (and to claim GST credits properly for expenses if needed).

☐ Work-Related Deductions
For individuals with employment. 
> Vehicle use for work: logbook (if you kept one) or summary of work-related trips (dates and kms). If claiming cents/km, note approximate total work kms.
> Work from Home: total hours worked from home (from your log/diary); any new equipment purchase receipts; and at least one bill for each of internet, phone, electricity to justify using the fixed rate .
> Self-education: details of course (name, institution), receipts for fees, textbooks, etc.; travel kms to campus; proof of completion if any (just to substantiate purpose).
> Receipts for work-related purchases: e.g., tools < $300, union fees (often on PAYG summary or receipts), professional membership dues, uniforms or protective gear, stationery, union journals, etc. A summary list is fine if many small items, but any big ticket item we need the receipt.
> Travel: if you traveled for work (outside normal commute), list of trips (where, when, why, costs). Include if you got allowances for them.
> Tech: If you want to claim portion of phone/internet, bring phone bills and note estimated work %. If you’ve calculated an average, show that (e.g., highlight work calls vs total on one bill).
> Any item of doubt: Better to bring a receipt and ask “Can I claim this?” than to miss out. Common ones people forget: union fees, overtime meal receipts, sunglasses (if needed for outdoor work), COVID test receipts (work requirement tests were deductible for part of year), sunscreen for outdoor workers, working-with-children check fees, etc.

☐ Donations Receipts: for all charity donations $2 and over.
Make sure the charity is registered (most mainstream ones are). If you have a bunch of small receipts, a summary list with total is okay but keep the receipts on file.
Remember: things like raffle tickets or fundraising purchases aren’t deductible.

☐ Private Health Insurance Statement
Your health fund will issue a tax statement (either mailed or downloadable) that shows your coverage period, premiums, and the rebate % used. We need this to complete the private health insurance section of the return (or confirm you didn’t have any if none). It’s also used to determine if you owe a Medicare Levy Surcharge (if you earned above threshold and had no hospital cover).

☐ Spouse and Dependent Details
If you have a spouse (married or de facto) and/or dependent children, bring your spouse’s income details (even if they lodge their own return, we need to know their taxable income and certain adjustments for things like family tax benefit claims, Medicare levy family threshold, etc.). Also note if you have any dependents and their details (if you claim any offsets like SAPTO or if you paid child support – amounts paid can matter too). If your spouse has already lodged, their Notice of Assessment or a summary of income is useful. If not, we might fill in an estimate based on what they expect to lodge.

☐ Prior Year Documents (if new client)
It’s immensely helpful if you bring last year’s tax return and Notice of Assessment. That shows any carried forward info (like prior capital losses, or HECS debt balance, or last year’s deductions as a cue). It also helps ensure consistency (e.g., if you had a depreciation schedule or a capital loss to carry forward, we won’t miss it). If you were with us last year, we have it on file. If not, please ask your last accountant or print from myGov (you can download your last return’s tax estimate or details).