Tax Checklist
Annual Essentials
- ✓ Income Statements PAYG, Centrelink, etc.
- ✓ Bank Interest & Dividend Statements
- ✓ Rental Income & Expenses
- ✓ Home Office Expense (Hours worked & bills)
- ✓ Motor Vehicle Logbook or Hours
- ✓ Donations $2+
- ✓ Capital Gain/Loss on Share Holdings
- ✓ HELP/HECS/LAN Balance
- ✓ Income & Dependants Details
- ✓ Crypto on Share Trading Activity
- ✓ Overseas Investment if applicable
BAS / EOFY Essentials
- ✓ Income & Bank Records
- ✓ Business Expenses up-to-the FYE
- ✓ Motor Vehicle Logbook
- ✓ Home Office Bills
- ✓ Wages & Super Paid
- ✓ Stock on Hand @ at stocktakes
- ✓ Fixed Assets acquisitions
- ✓ Software Subscription Dates
- ✓ Insurance & Licences
- ✓ Plant Hire/ Use of Personal Items
- ✓ Cash/Payments if Applicable
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