Australia Self-Employed Tax Checklist 2024/25

Use this comprehensive checklist to make sure you have everything ready before filing your ATO self-assessment for 2024/25. Covers allowable expense categories, record-keeping requirements, and key deadlines.

Allowable Expense Categories

  • Business Income (Business income) — turnover
  • Other Business Income (Other income) — otherIncome
  • Cost of Sales (Cost of sales) — costOfGoods
  • Motor Vehicle & Travel (Motor vehicle expenses) — travel
  • Rent & Occupancy (Rent) — rentRatesPower
  • Repairs & Maintenance (Repairs and maintenance) — repairs
  • Office & Admin Costs (All other expenses) — officeCosts
  • Legal & Accounting Fees (Legal and accounting fees) — professionalFees
  • Bank & Interest Charges (Interest) — bankCharges
  • Advertising & Marketing (Advertising) — advertising
  • Other Business Expenses (All other expenses) — otherExpenses
  • Personal / Excluded (N/A) — personal

Pre-Filing Checklist

  • Gather all bank statements for the tax year
  • Categorise all income and expenses
  • Separate personal and business transactions
  • Check for any unclaimed allowable expenses
  • Calculate total income and total expenses
  • Review estimated tax liability
  • Set aside funds for tax payment
  • File before the ATO deadline

Related Tools

  • Free Tax Calculator
  • Tax Deadlines
  • Free Templates