Tax return records & expense checklist
A one-page checklist you can print or fill in, then hand straight to your accountant.
Open the checklist →Resources
Guides and checklists
Practical, plain language guidance to help you prepare. General information only, not personal advice.
Important: These guides are provided to help you gather information and maintain records for your tax return. They are general in nature and are not tax advice. Whether an expense is deductible depends on your individual circumstances and Australian tax law. Tax Insights will review all information before preparing your tax return.
Work location and WFH hours tracker
Record actual home, office and mixed workdays throughout the year, then export a financial-year summary.
Open the tracker →Motor vehicle logbook tool
Log trips and running costs, then export a completed logbook as Excel or PDF.
Open the logbook tool →Tax return checklist
What to gather before your individual return.
Read the checklist →Rental property records & expense checklist
Expense categories and records for property investors.
Open the checklist →Sole trader records
What to keep through the year as a sole trader.
Read the guide →Have a question instead?
Our frequently asked questions page covers 29 common topics: rental property, working from home, sole traders, capital gains tax, mobile phones, receipts and more.
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