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  • Income

    On this page:

    Salary or wages

    Provide the following:

    • your employer’s name and address
    • the name and contact phone number of your manager (at the above employer)
    • copies of your original payment summary issued by your employer.

    If you did not receive an original payment summary, provide as many of the following additional items as possible:

    • copies of your original bank statements showing the deposits of payments from your employer
    • copies of your original payslips you received showing your income and tax withheld
    • copies of any other original documents or information that may help us verify the employment information on your tax return – for example, a statutory declaration.

    If you are unable to provide all of the above documents, or if you are an associate of your payer, we may need to seek further information from you.

    Allowances

    Provide the following:

    • your employer’s name and address
    • the name and contact phone number of your manager (at the above employer)
    • copies of your original payment summary issued by your employer.

    If you did not receive an original payment summary, provide as many of the following additional items as possible:

    • copies of your original bank statements showing the deposits of payments from your employer
    • copies of your original payslips you received showing your income and tax withheld
    • copies of any other original documents or information that may help us verify the employment information on your tax return – for example, a statutory declaration.

    If you are unable to provide all of the above documents, or if you are an associate of your payer, we may need to seek further information from you.

    Australian Government allowances and payments

    Provide documents to show all of the taxable Australian Government allowances and payments you received and any overpayments you have repaid for the income year.

    Australian Government pensions and allowances

    Provide documents to show all of the taxable Australian Government pensions and payments you received and any overpayments you have repaid for the income year.

    Attributed personal services income

    Provide the following:

    • the name and contact phone number of the person who paid you
    • copies of your original payment summary – business and personal services income showing the amount of personal services income attributed to you and the total amount of tax paid or withheld
    • details of any other personal services income attributed to you for the personal services you provided.

    If you cannot provide any of the above, provide the following:

    • copies of original bank statements showing the deposits of payments from the person who paid you
    • copies of any other original documents or information that may help us verify the information on your tax return.

    Gross interest

    For any interest claimed or credit received from any source in Australia including:

    • accounts and term deposits held with financial institutions
    • interest from children's accounts you opened or operated with funds that belonged to you or funds that you used as if they belonged to you.

    Interest does not include any interest credited to a first home saver account.

    What you need to provide when contacted about your interest claim:

    • If the interest income shown in our letter is not correct or does not belong to you personally, you should provide information and documents to support your position, including copies of the statements.
    • If the interest has been declared in an associated return – for example, a partnership, trust, company or superannuation fund – give us the details. You should also ask the bank to record that TFN against the account(s). This will help us to match the interest to the correct tax return in future years.

    Dividends

    What you need to provide:

    • a copy of all dividend statements from the Australian company of the dividends that were paid to you or had made distributions to you during the income year – these include dividends applied under a dividend reinvestment plan and bonus shares that qualify as dividends
    • if the shares were in joint names, just provide only your portion of the dividends.

    If you cannot provide any of the above, provide the following:

    • copies of original bank statements showing the deposits of payments form the company
    • copies of any other original documents or information that may help us verify the information on our tax return.

    See also:

      Last modified: 01 Jul 2020QC 24929