👤 Individual Tax Return Checklists
Use these to gather everything you'll need before your appointment.
Individual Tax Return Checklist — Employee
Salaried employees — income, deductions, offsets and Medicare
Individual Tax Return Checklist — Rental Property
Property investors — rental income, expenses, depreciation, CGT
Individual Tax Return Checklist — Sole Trader
Self-employed — business income, expenses, home office, vehicle
🏢 Business Tax Checklists
Information required for business entity returns.
🏭 Official ATO Forms
Direct links to official ATO forms — open on the ATO website.
TFN Declaration (NAT 3092)
Required when starting new employment or changing jobs
Withholding Declaration (NAT 3093)
Adjust the amount of tax withheld from your pay
Super Choice Form (NAT 70945)
Choose your own superannuation fund with a new employer
Rental Property Guide (NAT 1729)
Comprehensive guide to rental income, deductions and record keeping
Note about client checklists
Our client checklists will be available here shortly. In the meantime, contact us directly and we'll email you the appropriate checklist for your situation.