Key points
- Prepare ID, TFN and bank details.
- Check Income Statements.
- Organise receipts and ABN records.
Personal details
Prepare your TFN, identity details, current address, contact details and bank account information.
Income documents
Check Income Statements, ABN income, platform reports, bank interest and other income records.
Deduction records
Keep receipts, invoices, work-use notes and any records supporting deductions.
Summary
A checklist helps reduce missing information and follow-up questions.
This guide is general information only. Your tax position can differ depending on income type, residency, visa status, records and personal circumstances. Check official ATO guidance or seek individual support before lodging.