Individual Tax Return (ATO)
Standard Australian Taxation Office individual tax checklist for PAYG employees and investors.
Checklist Items (6)
Standard document slots included when you send this request to a client.
100-Point Proof of Identification
Australian Driver Licence or Passport + Medicare Card.
PAYG Payment Summary / Income Statement
Tax-ready end of financial year income statement accessed via ATO / myGov.
Bank Interest Statements & Dividend Statements
Annual tax statements showing gross dividends and franking credits.
Private Health Insurance Tax Statement
Annual health fund statement showing days covered and premium rebate.
Work-Related Deductions & Receipts
Home office log, work vehicle logbook, professional subscriptions, and tools.
Investment Property Rental Annual Statement
Real estate agent annual summary, council rates, water, and loan interest statements.
Why use DocTick for this checklist?
Files stream directly from the client's phone or browser into your organized Google Drive folder.
Clients open a 1-click magic link. No passwords to remember, no accounts to create, no apps to install.
Automated reminder emails follow up before your due date so you never have to chase clients manually.