At Camden, we've developed information-gathering checklists to help our clients prepare their taxation documents for submission to their Client Manager.
To provide timely and quality tax accounting services, we have fully automated our tax forms for online submission, making it even easier to complete and send your information directly through our website. This streamlined process helps fast-track the turnaround time for processing tax returns. Simply fill out the form online, and we'll handle the rest!
Tax e-Checklists
Complete and submit forms online for faster processing.
Tax e-Checklists (PDF)
Download and print forms and send completed forms via post or e-mail.
Older Tax e-Checklists (PDF)
Download and print forms and send completed forms via post or e-mail.
2024–2025
For tax year 1 July 2024 – 30 June 2025
2023–2024
For tax year 1 July 2023 – 30 June 2024
2022–2023
For tax year 1 July 2022 – 30 June 2023
2021–2022
For tax year 1 July 2021 – 30 June 2022
2020–2021
For tax year 1 July 2020 – 30 June 2021
2019–2020
For tax year 1 July 2019 – 30 June 2020
2018–2019
For tax year 1 July 2018 – 30 June 2019
2017–2018
For tax year 1 July 2017 – 30 June 2018
2016–2017
For tax year 1 July 2016 – 30 June 2017
Australian tax return checklist and online tax e-checklist
Preparing for tax time can be stressful when documents, income records and deduction details are not organised. Our Tax e-Checklist helps you gather the right information before submitting your taxation affairs to your Client Manager.
We provide online and downloadable checklists for individuals, companies, trusts, partnerships and self-managed super funds — designed to make tax preparation more organised, efficient and accurate.
Having the right documents ready reduces delays, avoids missing information and supports a smoother lodgement.
Tax checklist for individuals
Individual taxpayers need to provide income, deduction and personal information, such as:
- —Employment income and income statements
- —Bank interest, dividends and managed funds
- —Work-related deductions and home office expenses
- —Donations and private health insurance details
- —Spouse, dependant and refund bank details
Tax checklist for property investors
Rental property income and expenses need careful review. Prepare:
- —Rental income and property manager statements
- —Loan interest summaries and borrowing costs
- —Council and water rates, strata levies, land tax
- —Repairs, maintenance and capital improvement records
- —Depreciation schedules and purchase / sale documents
Companies, trusts and partnerships
Entities need more detailed financial information, including:
- —Business income, sales reports and bank statements
- —Payroll, superannuation, BAS and GST reports
- —Asset purchase, loan and motor vehicle records
- —Trust distribution and partnership details
- —Director loans and prior-year financial statements
Tax checklist for SMSFs
SMSFs have specific reporting, tax and audit requirements. Organise early:
- —Member contribution and pension payment records
- —Investment income and property records
- —LRBA loan documents and insurance records
- —Trustee minutes and investment strategy
- —Asset valuations and related-party transactions
Online checklist vs PDF
Both work, but online submission is usually faster. Choose online to:
- —Submit information faster from any device
- —Avoid printing, scanning and posting
- —Reduce paperwork and missed sections
- —Choose PDF if you prefer offline completion
- —Use PDF for older financial year forms
Common mistakes to avoid
Most delays happen because key information is missing. Watch out for:
- —Leaving document gathering to the last minute
- —Forgetting investment income or capital gains
- —Missing rental expense or vehicle records
- —Mixing personal and business expenses
- —Using outdated checklist forms
Not sure which checklist to use?
Preparing a personal tax return?
Individual Information Checklist.
Preparing a company or trust return?
Company / Trust / Partnership Checklist.
Preparing a partnership return?
Company / Trust / Partnership Checklist.
Preparing an SMSF annual return?
Self-Managed Superannuation Fund Checklist.
Need a previous tax year form?
See Older Tax e-Checklists.
Prefer faster submission?
Use the online Tax e-Checklist.
Frequently asked questions
An online tax information form that helps you provide income, deduction and supporting details before tax return preparation begins.
Yes. Information is submitted digitally without printing, scanning or posting forms.
Income statements, bank interest summaries, dividend statements, rental statements, business records, deduction receipts, loan summaries and private health insurance details.
Yes — to organise rental income, loan interest, property expenses, depreciation, repairs and other investment property records.
Yes. There is a Self-Managed Superannuation Fund checklist for SMSF tax and annual return preparation.
No. The checklist collects information, but professional advice is still needed for tax return preparation and planning.
Book an obligation-free Strategic Consultation
Unlock your financial potential — contact us to discuss your year-end tax return or schedule a complimentary consultation.
The information on this page is general in nature and does not consider your individual circumstances. Completing a checklist does not replace professional tax advice. Tax laws and reporting obligations can change.