Free Tax Return Checklist Template

📝 FILL IN YOUR DETAILS

Personal Details

Tax File Number (TFN)

Financial Year

Current Address

Bank Account for Refund

Income Documents

Income Documents to Gather

Deductions to Claim

Work-Related Deductions

Investment Deductions

Private Health Insurance

PHI Fund Name

Membership Number

Notes for Accountant

Notes / Questions for Accountant

⚠️ General guidance only. Always consult a qualified professional for your specific situation.