Income Tax Return 2023

Depending on your tax transactions this tax year, please select the appropriate checklist.


The general checklist to be completed : Individual ITR Checklist 2023

Please indicate any changes in name / address / bank details / spouse

Note that working from home deductions has changed, see this summary from ATO : Working from home

Here is a working from home diary example : Working from home diary

The checklist is on page 3 of General checklist : Individual ITR Checklist 2023

Rental property sold : Rental property CGT

If you made personal superannuation contributions, then please obtain an acknowledgement letter from the Super fund that you will claim a tax deduction.

If you are a temporary tax resident (not entitled to Medicare) please apply for Medicare entitlement Statement and provide this to us. See Application for a Medicare Entitlement Statement form (MS015) – Services Australia

Company / Trust

Before we can commence with financial statements, please make sure:

  • All bank accounts are reconciled
  • STP annual reconciliation is finalised
  • 30 June BAS is lodged

If you need assistance with any of these then let us know

Then please provide (if applicable)

  • Copy of the 30 June bank statement (showing balance) for all bank accounts
  • Finance / loan / hire purchase statements showing balance and interest paid
  • Inventory / stock number


Contact the Omega team for further information on how we
can assist you with your Tax and Accounting needs.

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