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Tax Time Checklist (Australia)
A plain-English tax time checklist for Aussie employees and side hustlers: what to gather before you lodge.
Tax time is easier when everything's in one place before you start. Use this checklist to gather what you need, then lodge through myGov or a registered tax agent.
Gather these first
- Income statement (in myGov, marked 'tax ready')
- Bank interest and dividends
- Side hustle or ABN income and expenses
- Receipts for work-related deductions
- Private health insurance statement
Deadlines
If you lodge yourself, the usual deadline is 31 October. In 2026 that falls on a Saturday, so check the ATO for the exact due date that applies to you. Using a registered tax agent can give you more time if you're on their list before the deadline.
Keep records all year
A simple tracker for income and receipts makes next year's tax time much faster.
Related guides
- Single Mum Budget Planner (Australia)
- Meal Planner on a Budget (Australia)
- Christmas Shopping List and Budget (Australia)
- Engagement Party Budget (Australia)
General information only, not financial or tax advice.
FAQ
Is this tax advice?
No. General information only. Check ato.gov.au or a registered tax agent.
Do I need receipts?
The ATO generally expects records for deductions you claim.
What if I'm late?
Lodge as soon as you can and contact the ATO or a tax agent.
Try it in an app
Side Hustle Tax (A$29, one-off): Track side-hustle income and expenses by Australian financial year, set money aside for tax, and watch the GST turnover threshold.
Sole Trader Tax & BAS (A$65, one-off): Track income, expenses and GST, see BAS figures by quarter, and estimate how much tax to set aside. Versions for AU, UK, US and Canada.