Tax Return Checklist FY2024–25

Payment Summary / Income Statement from employer(s)

Available through myGov from 14 July onwards

Bank interest statements (all accounts)

Dividend statements and distribution statements from managed funds

Any foreign income (employment, pensions, investments)

Rental income records and property management statements

Capital gains from shares, crypto, or property sold this FY

Government payments (JobSeeker, Centrelink, etc.)

Work from home expenses (fixed-rate or actual-cost method)

If using actual cost method, keep energy and internet bills

Vehicle logbook (if claiming car expenses)

Receipts for tools, equipment, and work-related purchases

Receipts for work-related clothing and laundry

Training courses, seminars, and professional development

Union fees and professional memberships

Home office running costs (if working from home)

Phone and internet bills (work-use portion)