Kevin P Scambler & Associates - Tax Agents and Accountants - Financial Services
Specialising in Personal, Business and Property Accounting Since 1994
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Tax Return Checklist

Individual Tax Returns


  • Gross Salary, Wages, Allowances, Benefits, Earnings, Tips and Directors Fees
  • Income from Business Activities
  • PAYG Payment Summaries
  • Details of any non-cash benefits received
  • Lump sum and termination payment. All documentation should be provided including an ETP Payment Summary from the employer or fund
  • Government Social Security payments, including pensions, unemployment and sickness benefits
  • Details of any CGT asset sales (eg. Shares and real estate). Please include dates of, and costs associated with, acquisition and disposal. (You can save tax if you qualify for the variety of CGT concessions).
  • Annuities, including allocated pensions
  • Income from trusts and partnerships. Statements of distribution should be provided where appropriate
  • Rental income
  • Interest and dividends received and any tax deducted. Include details of franked dividends
  • Foreign source (employment and pension) income and details of any foreign tax credits


  • Investment and property expenses (carefully detail interest claims)
  • Subscriptions (not including sporting or social clubs)
  • Employment related expenditure such as:
      - Work-related car expenses:
      • See Accountant re: Kilometres
      - Other Work Related Travel Expenses
      • Allowances
      • Accommodation
      • Meals
      • Airfares
      • Hire Cars
      - Other Work-Related Expenses
      • Home office expenses
      • Computer & Software
      • Telephone / Mobile Phone
      • Tools & Equipment
      • Journals / Periodicals
      • Depreciation
      • Sun protection products (sunscreen. Sunglasses etc)
      • Seminars / Courses
      - Uniform Expenses
      • Protective Clothing
      • Compulsory Uniform
      • Laundry (up to $150 without receipts)
      - Work Related Self Education
      • Courses taken at educational institutions
      • Course fees
      • Books / Stationery
      • Travel
      • Other
      • Donations of $2 or over
      • Tax agent's fees and other accounting/tax audit fees
      • Special deductions (Australian films, investment shelters and agribusiness-type schemes)
      • Bank fees (where the credit or deposit represents assessable income)
      • Unrecouped prior year losses
  • Details of private health insurance.
  • Details of superannuation contributions where no tax deduction can be claimed
  • Any changes in dependants (income of spouse should be provided)
  • HECS Debt details

    IMPORTANT DISCLAIMER: This newsletter does not constitute advice. Clients should not act solely on the basis of the material contained in this newsletter. Items herein are general comments only and do not convey advice per se. Also changes in legislation may occur quickly. We therefore recommend that our formal advise be sought before acting in these areas. This newsletter is issued as a helpful guide to clients and for their private information.

  • Tel: (07) 5452 7205  -  Email: - Address: Suite 7, “Perlan House” 50 Aerodrome Road Maroochydore Q 4558
    Copyright © 2009 Kevin P Scambler & Associates, All Rights Reserved