2025 Tax Return Checklist
The following is a checklist of the information required to prepare your individual income tax return for this year. Please carefully review the list and ensure you have all the necessary documentation available before beginning the preparation process. If you have additional sources of income, deductions, rentals or specific financial situations not covered in this checklist, you may need to download multiple checklists.
2025 Individual Tax Return
Download as PDF HERE
Do you have a rental property
Download as PDF HERE
Are you carrying on a business as a sole trader, trust, company or partnership?
Download as PDF HERE
Do you complete Business Activity Statements (BAS)?
Download as PDF HERE
If you have a Self-Managed Super Fund (SMSF)
Download as PDF HERE
Note: To ensure that you obtain the maximum deductions to which you are entitled and in consideration of the penalty provisions. FULL DETAILS of any claim should be provided and supporting documentation made available. For employee taxpayers and for travel and motor vehicle claims by self-employed taxpayers, documentation must be a receipt, tax invoice or similar document, which contains certain details. For other taxpayers, documentation may comprise receipts, dockets, diary notations or reasonable and supporting estimates.
IMPORTANT DISCLAIMER: This document contains general advice only and is prepared without taking into account your particular objectives, financial circumstances and needs. The information provided is not a substitute for legal, tax and financial product advice. Before making any decision based on this information, you should speak to a licensed financial advisor who should assess its relevance to your individual circumstances. While the firm believes the information is accurate, no warranty is given as to its accuracy and persons who rely on this information do so at their own risk. The information provided in this bulletin is not considered financial product advice for the purposes of the Corporations Act 2001.