Income Tax Return Checklist for Individuals

We want to make the tax return experience as convenient and hassle free as possible, and to ensure that you get the maximum refund. To assist in this process, it's important to be prepared with some items of information, which we’ve outlined in our tax return checklist.

Reading through this list may even help jog your memory about some work-related expenses or other tax deductible items that you may otherwise have overlooked.

Please review our Tax Return Checklist to determine which information may be applicable for your tax return. Information relating to payment summaries (from employers or Centrelink) and income from banks and financial institutions can often be accessed by H&R Block via the ATO Portal.

However this information is not always complete and up-to-date (especially in July and August), so it's always best to have original documents to cross-check where possible.

For Phone Appointments

If you have booked a phone appointment with us, please upload your documents to the portal link you would have received or email your information to the relevant consultant and office prior to the appointment.

If you have any questions, please contact us on 13 23 25 prior to your appointment and we will endeavour to assist you.

Calculate your tax refund

Calculate the tax refund you could receive after tax deductions with H&R Block's easy-to-use, accurate income Tax Return Calculator.