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.
Check the pack before submitting
Group documents into employment income, other income, expenses and personal details. Name files so the employer, provider and income year are clear. Keep the original documents even after uploading copies.
Check that each Income Statement is tax ready. Include records from every employer and platform, and explain anything still missing. Use the secure application form for requested identity documents rather than sending sensitive documents in a general enquiry.
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.