FREE INCOME TAX RETURN CHECKLIST …

In order to assist you in collating the necessary information for us to complete your income tax return, we have put together a number of checklists and other documents which you are welcome to download  and complete -

Checklists:

• Individual Tax Return Checklist
• Business & Company Tax Return Checklist
• Negatively-Geared Rental Property Checklist
• Share and/or Investment Trust Income Tax Checklist
• Self-Managed Superfund & Pension Fund Tax & Audit Checklist

Other Information:

• Client Engagement Brochure
• Notice of Appointment of Tax Agent
• Standard Fees & Charges - Accounting & Taxation
• New Client Information - Accounting, Taxation & Investment
• Credit Card Payment Authority for Accounting & Taxation Fees

Disclaimer: Checklists are intended to be guide only and additional accounting and taxation records and/or other information unique to your own situation may be required in order for us to properly complete your return.