& Taxation Services

Checklists

Gathering your records for Tax Time can be difficult. To help you to gather information for our office so we can do your taxes, we have created a number of checklists.

Please print out the relevant checklist and ensure that you bring all of the necessary documents with you to your appointment.

 

Individual Checklist
Additional information for taxpayers with rental properties
Company or Business account preparation client checklist
Superannuation Fund Checklist

 

 If you are a new to business or SMSFs and need further assistance with record keeping please contact our office.