10th Jun 2026

Tax time quick and basic check list

Get ready for your income tax return for year ended 30 June 2026

Arrange following for your income tax return:

  • Download from your MyGov account all of your income statements (also known as PAYG summaries/group certificates)
  • Interest earned statements from all banks, including overseas bank accounts
  • Dividend statements, if applicable
  • Private health insurance annual tax statement, if applicable
  • Proof of any other income
  • Receipts for work related expenses
  • Receipts for donations made, if any
  • Any other document or information as applicable in your case.

This is general advice, for more information or to discuss your individual case please contact us.