Resources / designed to make your life a little easier

Checklists

Tax Return Preparation Checklist 2021

To assist with the preparation of your 2021 Tax Return we have created a checklist of documents that we need to prepare your return. This includes any relevant COVID-19 related deductions. Providing us with all relevant documents will allow us to prepare your return in an efficient manner.

Tax Return Preparation Checklist (2020 & prior years)

To assist with the preparation of your Tax Return we have created a checklist of documents that we need to prepare your return. This includes any relevant COVID-19 related deductions. Providing us with all relevant documents will allow us to prepare your return in an efficient manner.

Rental Property Checklist

To assist with the preparation of your Tax Return we have prepared a checklist of supporting documents that we need for your rental property. Providing us with all relevant documents will allow us to prepare your return in an efficient manner.

ABN, TFN & Business Name Application Checklist

To assist with the application for an ABN, TFN or Business name for your business we have created a checklist of information that we need to lodge your application. Completing all relevant information will assist in lodging your application in an efficient manner.