Income
- Income statements from employers (available in myGov)
- Bank interest and dividend statements
- Rental income and expense summaries from your property manager
- Income from a side business, gig work or ride-sharing
- Foreign income and any foreign tax paid
- Government payments
Deductions
- Receipts for work-related expenses, such as tools, equipment, training and uniforms
- A record of the hours you worked from home, if you are claiming home office costs
- A logbook or record of work-related car travel
- Donations to registered charities with deductible gift recipient (DGR) status
- Personal super contributions you intend to claim, and your notice of intent
- The cost of managing your tax affairs
Investments and Property
- Purchase and sale details for shares, property and crypto sold during the year
- Rental property expenses, loan statements and depreciation schedules
- Records of any improvements to investment properties
Other
- Private health insurance statement
- Details of any HELP or other study loans
- Your spouse's income, if relevant for offsets and the Medicare levy surcharge
When is your return due?
If you lodge yourself, individual returns are generally due by 31 October. If you are on a registered tax agent's client list before that date, you will usually have a later due date.
SYNE prepares and lodges individual tax returns from $99 AUD. You can upload everything securely through My SYNE.
