Tax Return Checklist

Request the free resource

Continues on MyBudget’s official website.

MyBudget’s free Tax Return Checklist displayed on a tablet, helping Australian self-lodgers organise income and deductions.

A simple, free checklist designed to help you prepare your own tax return as a self‑lodger.

Get the free resource

Open MyBudget’s resource request form

The original page asks for your first name, last name, email and phone number, and provides an option to opt out of budgeting and money tips. Complete the form on MyBudget’s website to request the resource.

Your free checklist for preparing your tax return

Our free Tax Return Checklist shows you what you need before you lodge. MyBudget doesn’t lodge tax returns, but this guide supports Australian self‑lodgers.

Be tax ready

Use this checklist to gather the key documents you need, from income records to deductions and offsets, so you don’t miss anything at tax time.

Declare all income

The checklist helps you capture all types of income, from wages, government payments, interest, dividends and any side hustle or rental income.

Maximise your deductions

Learn the most common deductions, offsets and rebates you may be eligible to claim, helping you reduce your taxable income.

The MyBudget difference

• Get a customised budget plan to help you live the life you want

• Relax while we do all the work to keep your budget on track

• Save money faster with money experts and an automated system

• Stay ahead with free money tools and resources.

More tips from our tax webinar

Get practical guidance from Craig Whiteman of Ernst & Young and Tammy Barton, Founder and Director of MyBudget. They cover key tax tips, common claims and pitfalls, helping you feel confident when lodging your tax return.

Play video - opens in a lightbox

What is this MyBudget resource?

Tax Return Checklist is a free MyBudget resource. The page describes its purpose and links to the original request form.

How do I request the resource?

Open the resource request form on MyBudget’s website. It asks for first name, last name, email and phone number and includes an option to opt out of budgeting and money tips.

Does this mirror page host the download form?

No. Use the link to MyBudget’s original resource page to request the download.

Images on This Page