Tax Return Checklists

Basic Tax Return Checklist

Income Tax Return Checklist for Individuals

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

Please review and download 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 Aero 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

Calculate your tax refund

Calculate the tax refund you could receive after tax deductions with Aero Group’s easy-to-use, accurate income Tax Return Calculator.

Filing for a Complex Tax Return?

We always encourage our clients to learn more about their taxes and prepare for their returns better. If you’re looking to file for a more complex Tax Return, check out our guide here to ensure that you are maximising your refund as much as legally possible.

Feel free to download our FREE Complex Tax Return Checklist


For Phone Appointments

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

If you have any questions, please contact us on 02 7208 5065 prior to your appointment and we will endeavour to assist you.

Book an appointment with us now!