Tax Return Checklists

Tax Return Checklists

Individual Tax Return Checklists

At Etax Local we know that it is hard to keep track of everything you need to complete your tax return. That’s why we’ve created the following tax return checklists to ensure you are totally prepared this tax season.

Download the checklists below:

Document Description Download
Basic Individual Tax Return Checklist A simple checklist for individual tax returns. Contains a list of all documents that we’ll need to complete a basic tax return. Basic Tax Checklist
Advanced Individual Tax Return Checklist An advanced tax checklist for individual tax returns. This comprehensive document contains each item required for more complex tax returns. Comprehensive Tax Checklist


  • Do I need to fill the checklist in?
    No, you can use it as a document reference only, if you prefer. Your accountant can collect all relevant details either over the phone or via our secure client portal.
  • I don’t have everything I need?
    No problem, we can get started on your tax return straight away and collect the document(s) from you prior to lodgment with the ATO. In some cases, we may be able to retrieve information on your behalf, or extend your deadline with the ATO. (Please Note: not all clients will be eligible for an extension.)
  • I’m not sure about something on the checklist?
    If you are unsure about an item or document, please feel free to get in touch. Our accountants are always happy to explain what you do and do not need to supply based on your own particular circumstances.

Client portal: Etax Local

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Business Tax Return Checklists

Contact us if you would like a tax return checklist for a business, trust, partnership, SMSF or a BAS on 1300 174 689 or request one using our contact form.