CHECKLISTS

Unless we’re talking end of year refund, nobody likes surprises when it comes to tax. Download our tailored checklists to stay ahead of your financial year.

BUSINESS

Whether you’re a Sole Trader, Partnership, Company or Trust – you can use this checklist for your Business Tax Return. This outlines the documents required for us to complete the business return

RENTAL PROPERTY CHECKLIST

This checklist outlines the information we need for your rental income and expenses.

INDIVIDUALS

Save the hassle of coming to see us by completing and emailing this electronic Checklist with your bits and pieces and we’ll complete your tax return within ten business days. Guaranteed.

SUPER CHECKLIST PERMANENT RECORDS

This checklist outlines the information we will need for your permanent records and we are required to supply to this to the SMSF auditors.

CAPTIAL GAINS

This checklist outlines the information we need if you have sold shares or property during the financial year

SUPER CHECKLIST ANNUAL RECORDS

This checklist outlines the information we will need annually to complete your tax return.