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Tax Checklists

Simple tax checklists that help you avoid the hassle

We want to make the tax return experience as convenient and simple as possible, and to ensure that you get the maximum refund. To assist in this process, it’s important to be prepared with some items of information regardless if you are an individual client or business client.  To determine which information may be applicable for your tax return please review our checklists. Information relating to payment summaries (from employers or Centrelink) and income from banks and financial institutions can often be accessed by the Australian Taxation Office (ATO) Portal but this information is not always up-to-date (especially in July and August), so it’s always best to have original documents to cross-check where possible.

Individual Tax

Click here to download Individual Tax Return Checklist

Business Tax

Click here to download Business End of Year Checklist

Individual Tax Return information 

To assist you in organising the information we require to prepare your individual tax returns, we have created a spreadsheet to guide you through the process. Simply fill in the relevant boxes and attach the spreadsheet and any other information to an email and send to or you can upload to your secure portal (a link to the portal login is on the front page of the spreadsheet).

Deductions and Rental Worksheets