ato logo
Search Suggestion:

Checklist - tax return 2011

Complete the tax return checklist to avoid any delays when you lodge your paper tax return.

Last updated 28 June 2011

To avoid any delay in the processing of your tax return, use the pre-addressed envelope provided with your TaxPack 2011, or use the following address:

Australian Taxation Office
GPO Box 9845
IN YOUR CAPITAL CITY

Do not replace the words IN YOUR CAPITAL CITY with the name of your capital city and its postcode.

Check that you have…

  • written your tax file number
  • filled in all your personal details, including your date of birth, correctly
  • completed the appropriate details for electronic funds transfer to have your refund paid directly into a financial institution account
  • filled in the code boxes, if you were asked to do so, at items 3, 4, 8, I, TOTAL INCOME OR LOSS, D1, D3, D4, SUBTOTAL, TAXABLE INCOME OR LOSS, T1, T2, T3, M1 and A1
  • completed item M2 which is compulsory for all taxpayers
  • completed income tests items IT1 to IT7 if required
  • completed pages 13-16 of the tax return (supplementary section) if required, and worked through the checklist - supplement
  • written totals at:
    • TOTAL TAX WITHHELD
    • TOTAL INCOME OR LOSS
    • TOTAL DEDUCTIONS
    • SUBTOTAL
    • TAXABLE INCOME OR LOSS
    • TOTAL TAX OFFSETS
     
  • completed Spouse details - married or de facto if required
  • completed your spouse's details and provided your signature on page 11 of your tax return if you have consented to offset part or all of your tax refund against your spouse's Family Assistance Office debt
  • completed item A1 if you were under 18 years old on 30 June 2011; if so, this is compulsory and if it is not completed, you may be taxed at a higher rate than necessary
  • read, completed, signed and dated the Taxpayer's declaration on page 12 of your tax return; failure to do so will result in it being returned to you and penalties for late lodgment may be applied
  • attached copies of all documents or schedules which TaxPack 2011 tells you to attach
  • attached pages 13-16 of your tax return (supplementary section) to page 12, if you had to complete these pages
  • kept copies of your tax return, all attachments and relevant papers for your own records.

When can you expect your notice of assessment?

Our standard processing time for tax returns posted to us is six weeks. If you lodged your tax return online using e-tax, our standard processing time is two weeks.

How we work out your tax

If you want to work out your tax refund or debt go to www.ato.gov.au/calculators

Income

minus

Allowable deductions

equals

Taxable income

Tax on taxable income

minus

Tax offsets

equals

Net tax payable

plus

HELP and SFSS repayments

plus

Medicare levy and surcharge

minus

Tax credits and refundable tax offsets

equals

Refund or amount owing

QC25535