• Your contact details and current postal / residential address
• Bank account (BSB + account number) for your refund
• Spouse's name, date of birth and taxable income (needed for offsets and Medicare Levy Surcharge)
• Dependants / children details
• Tax File Number (TFN)

  Never email or text your Tax File Number — it is highly sensitive. We will ask you in person, over the phone, or during your online meeting. You must have it with you for us to initiate your return.

We'll ask you only if something is missing or not yet finalised.

• Salary & wages (reported by your employer via Single Touch Payroll)
• Interest income
• Dividend income
• Managed fund / trust distributions
• Government payments (Centrelink, etc.)
• Private health insurance statement

• Any other income — cash, gig / rideshare, foreign income, hobby-turned-business
• Any income not in the ATO prefill list above

• Work-related expense receipts / invoices (tools, equipment, subscriptions, professional memberships, union fees)
• Uniform / protective clothing and laundry
• Self-education and professional development costs
• Car: a logbook, or a diary record of work kilometres (claimed at 88c/km, capped at 5,000km)
• Working from home: a record of actual hours worked from home, plus your relevant bills
• Donations to registered charities (DGR receipts)
• Income protection insurance premiums
• Personal super contributions + your Notice of Intent to Claim (essential — no notice, no deduction)

• Zone offset: confirm your NT residential address and days lived in the zone (most NT residents qualify)
• Private health insurance statement (for rebate / surcharge)
• Medicare Entitlement Statement, if you're a migrant not entitled to Medicare and seeking the levy exemption