Income Tax Checklist 2024 Please complete this checklist in respect of your 2024 Income Tax Return. Alternatively you can download and print the form and complete it manually. 2024 What To ProvideDownload Please tick all items that are relevant to you during the period 1 July 2023 to 30 June 2024. IncomeIncome Income earned from employment Bank interest earned from an Australian bank account Receipt of any Government pensions (e.g. age pension, jobseeker, disability) Ownership of private or public shares, including any purchases or sales during the year Investment in managed investments/funds An interest in or investment in any partnerships or other trusts Holdings (including any purchases, trades or sales) of cryptocurrency Ownership of any foreign assets Foreign income earned (e.g. investment properties, pensions, bank interest, business income) Income earned from running a business Investment property ownership Income earned from renting part or all of your home (including on a short-term basis) Participation in ride share activities (e.g. Uber) Other income Please provide details of other incomeExpenses/DeductionsExpenses Personal superannuation contributions – Do you have confirmation from your super fund? Tax deductible donations Work related motor vehicle use Worked from home Work related mobile phone use Uniform costs (with a registered logo) and/or protective clothing (e.g. steel cap boots, aprons, hats) Union fees Professional memberships or subscriptions Work related education costs or seminars Work related tools/equipment Any other work-related expenses Tax agent fees (excluding Desborough Accountant fees) Income protection insurance (does not include insurance within your superannuation fund) Lived in a remote area of Australia Moved overseas to live or returned from overseas to live in Australia. Other expenses/deductions Yes No Please provide detailsOther Information – please answer the following questionsWere there any changes to your relationships with dependents during the year (e.g. a new spouse, separation, new children born, adult children left home)? Yes No Were all your dependents (spouse and children) covered by private hospital cover for the full financial year? Yes No Please confirm your bank account details for any ATO refunds: BSBAccount NumberAccount NamePlease see our “What To Provide”document for details on what other information we will require from you.
