TAX CHECKLIST
Do you have everything ready to lodge your tax return? Preparation is key. Find out what you’ll need to bring to your appointment.
Download the tax checklist
BE PREPARED
You want to make the most out of your appointment. Make sure you have all of the forms your ITP Tax Accountant will need to ensure you’re maximising your tax return.
Income Tax Return Checklist for Individuals
It’s hard keeping on top of everything – let alone getting all of your receipts and invoices ready for tax time. That’s why we’ve created this tax checklist to help you be organised and get the best tax refund possible.
Your ITP Tax Accountant will be able to access some of your information through their special portal to the ATO. This includes your payment summaries from your employers or Centrelink, income from banks and financial institutions, your superannuation contributions and your Medicare Levy. You’ll need to provide your Tax File Number (TFN) to your tax agent so they can lodge your tax return.
Use our checklist as a guide to prepare for your appointment, but of course if there’s anything you’ve missed, you can always retrieve your document and send it to your tax accountant when you have it. Keep in mind, the more you prepare in advance, the faster your tax agent can lodge your tax return for you.
If you’re unsure what you need to bring, our tax accountants are always happy to explain what you do and don’t need to based on your circumstances. It’s best to make sure you have the most current and up-to-date documents as possible to avoid delays.
More Information
For Phone Appointments
If you have booked a phone appointment with us, please upload your documents to the portal link you would have received or email your information to the relevant consultant and office prior to the appointment.
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