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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