New Client Tax Return Checklist

Identification documents needed

Video call or Office appointment

We need to sight 1 of the following:

Australian Driver License/Passport/Government Photo Id Card, Foreign Driver License/Passport/National ID Card

Online/Email Tax or Phone appointment

We need 2 documents from any of the following categories:

  • Bank BSB & Account number and Superannuation membership number or Private health insurance membership number (these must match your ATO record)
  • Australian or Foreign birth certificate/birth extract/citizenship certificate, Australian health care or pension concession card
  • A notice from a government agency (e.g. ATO/Centrelink) issued within 12 months showing your name and residential address
  • A council rates or water/gas/electricity bill issued within 3 months showing your name and residential address
  • A medicare card

Standard information needed

  • Residential address (and postal address if different)
  • Copy of annual income statement(s) from employer(s)
  • Occupation
  • Date of birth
  • Bank BSB & account number for deposit of any tax refund
  • Total bank interest income earned (if over $50)
  • If newly arrived or departing Australia – your approximate date of arrival/ estimated date of departure, country of origin, & whether or not you are entitled to an Australian medicare card

Where applicable, we’ll also need the following:

  • Annual private health insurance tax statement
  • A list of any known expenses incurred for work. There is no need to send receipts unless we ask for them. ­A list of any costs is sufficient e.g:
  • Clothing  (logoed/protective or other than ordinary)
  • Tools/equipment
  • Average monthly phone & internet bill & your estimated work use % (vs private) of each
  • Training/courses/memberships
  • Approximate purchase date & cost of your current computer & your estimated work use %
  • Approximate work kilometres travelled during the year (workplace to workplace not home to work, unless carrying bulky equipment)
  • Donations made to registered charities
  • Previous tax agent fee


From August onwards we can usually access the following information directly from the ATO, so you don’t normally need to supply it:
– Annual payment summary from employer(s)
– Total bank interest income earned
– Dividend & other investment income
– Annual private health insurance tax statement

Managed Fund/Trust annual tax statements are sometimes not available until September or later. If you own units in a Managed Fund/Trust, please wait until you receive the annual tax statement before contacting us to do your tax return.