[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-304227-105":53,"doc-detail-304227-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","rental-property-income-tax-return-checklist","Rental Property Income Tax Return Checklist","","Rental property income tax return checklist for collecting documents needed to file a tax return, covering rental income, related items, and general information such as ownership percentage, property rental weeks, loan documentation, purchase and sale settlement statements, and common rental expenses (advertising, body corporate fees, insurance, interest, repairs, rates, and water charges). Includes guidance on key deduction requirements and a section for other return items like payment summaries, dividends, managed funds, capital gains records, additional personal details, refunds banking information, and common expense categories.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/rental-property-income-tax-return-checklist/304227/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/rental-property-income-tax-return-checklist/304227.png","ImageObject",442,249,{"name":88,"@type":89},"Ben Jamin","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-24","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":79},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What documents should I collect for rental income items?","Question",{"text":108,"@type":109},"Collect documents covering rental income, reimbursement of water, and any other rental related income, along with supporting records for amounts received or reinvested where relevant.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What information is needed for the general rental property section?",{"text":113,"@type":109},"Provide the date the property first earned income, number of weeks rented, percentage of ownership, copies of loan documents (especially if financing was renegotiated), purchase and settlement statement documents, and sale settlement statements used for CGT calculations.",{"name":115,"@type":106,"acceptedAnswer":116},"What are the three key requirements to claim a rental deduction?",{"text":117,"@type":109},"You must have spent the money, you must have a record proving you spent it (e.g., receipts or tax invoices), and the expense must directly relate to earning assessable income in that financial year.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},304227,1790175503,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":9},2336478466772,"https://ap-avatar.wpscdn.com/davatar_3d24733baf745e90a7e4bdd5f77d97b2","INCOME TAX RETURN CHECKLIST – RENTAL PROPERTY  \nPlease use this checklist to collect any relevant documents that you will need to do your tax return.  \nINCOME ITEMS  \n􀀀 Rental income  \n􀀀 Reimbursement of water  \n􀀀 Other rental related income  \nGENERAL ITEMS  \n􀀀 Date property first earned income  \n􀀀 Number of weeks property was rented  \n􀀀 Percentage of ownership  \n􀀀 Copies of loan documents – if you have renegotiated the finance  \n􀀀 Purchase documents including settlement statement if purchases a rental property  \n􀀀 Sales documentation including settlement statement for sale of property for purposes of calculating CGT  \n􀀀 Rental property expenses e.g., advertising for tenants  \n􀀀 Body corporate fees  \n􀀀 Borrowing expenses – annual package feesand/or LMI fees and/or monthly account keeping charges  \n􀀀 Cleaning expenses – carpet cleaning, walls et.  \n􀀀 Council rates  \n􀀀 Capital allowances – depreciation schedule from quantity surveyor  \n􀀀 Gardening/lawn mowing expenses  \n􀀀 Insurance – landlord and building insurances  \n􀀀 Interest on loan(s)– make sure you attribute any personal amounts (borrowed for personal use)  \n􀀀 Land tax  \n􀀀 Legal fees – negotiating leases  \n􀀀 Pest control  \n􀀀 Property agent fees/commission – real estate property management  \n􀀀 Repairs and maintenance  \n􀀀 Capital works deductions  \n􀀀 Stationary, telephone and postage  \n􀀀 Travel expenses  \n􀀀 Water charges  \n􀀀 Sunday rental expense  \nRemember the 3 important aspects to being able to claim a deduction:  \n1. You must have spent the money  \n2. You must have a record to prove you spent the money e.g., receipt or tax invoice  \n3. It must directly relate to earning assessable income in that financial year  \nIn addition to the rental property income and expenses, please use this checklist for items that may be required in relation to other aspects of your return.  \nINCOME  \n􀀀 Payment summaries – PAYG earners (previously known as group certificates)  \n􀀀 Lump sum, termination payment summaries  \n􀀀 Government payment summaries (Centrelink not Family Tax Benefit)  \n􀀀 Interest earned from banks and building societies  \n􀀀 Dividend statements for dividends received or reinvested – shares  \n􀀀 Annual tax statements from managed funds  \n􀀀 Other income:  \no Details on rental property income  \no Details on any business income  \no Details on any foreign income  \no Capital gains – records of sales and purchases of any shares, business or investment property(s)  \no Details on any other income earned  \nADDITIONAL INFORMATION  \n􀀀 Copy of last years’ tax return – important for depreciation  \n􀀀 Private health insurance statement  \n􀀀 Spouse details – full name, DOB and income details  \n􀀀 Children’s details including DOB (if under 18)  \n􀀀 Details of any government debts  \n􀀀 Bank account details for any refund – including bank account name, BSB, account number and who the financial institution is  \n􀀀 Child support paid  \nEXPENSES  \nWork related expenses:  \n􀀀 Motor vehicle expenses (estimate of km for cents per km method or receipts/invoices for fuel, repairs and maintenance, tyres, services, registration, and insurance – logbook method  \n􀀀 Travel (fares and accommodation)– overtime meals, tolls, parking  \n􀀀 Uniforms – PPE, sunglasses, hats & sunscreen SPF creams  \n􀀀 Tools & equipment  \n􀀀 Self-education and professional development, seminar and/or conferences  \n􀀀 Union, memberships, registrations and/or subscriptions  \nHome office expenses:  \n􀀀 Electricity & office furniture  \n􀀀 Telephone, computer, internet  \n􀀀 Any other costs incurred earning income Other:  \n􀀀 Charity donations  \n􀀀 Income protection insurance  \n􀀀 Tax agent fees/other accounting fees","cbCaioBx2KMiVVE8","https://ap.wps.com/l/cbCaioBx2KMiVVE8","pdf",239483,"English","# Income Items\n## Rental income\n## Other rental related income\n# General Items\n## Ownership and rental period details\n## Loan, purchase, and sale documentation\n## Rental property expenses\n# Deduction Requirements\n## Spend money, keep records, relate to assessable income\n# Income (Other Return Items)\n## Payment summaries, interest, dividends, managed funds\n## Capital gains records\n# Additional Information\n## Prior tax return, private health insurance, family details\n## Government debts and refund bank details\n# Expenses\n## Work-related expenses\n## Home office expenses\n## Other expenses","[{\"question\":\"What documents should I collect for rental income items?\",\"answer\":\"Collect documents covering rental income, reimbursement of water, and any other rental related income, along with supporting records for amounts received or reinvested where relevant.\"},{\"question\":\"What information is needed for the general rental property section?\",\"answer\":\"Provide the date the property first earned income, number of weeks rented, percentage of ownership, copies of loan documents (especially if financing was renegotiated), purchase and settlement statement documents, and sale settlement statements used for CGT calculations.\"},{\"question\":\"What are the three key requirements to claim a rental deduction?\",\"answer\":\"You must have spent the money, you must have a record proving you spent it (e.g., receipts or tax invoices), and the expense must directly relate to earning assessable income in that financial year.\"}]","Rental Property Income Tax Return Checklist | PDF",1789811269]