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Checklists

For clients seeking a particular checklist, the full list and their purpose can be found below.

2023 Personal Tax Return Instructions

Please refer to this checklist if you are unsure of what information we will require to process your individual tax return.

2023 Rental Property Checklist

Please refer to this checklist for information required in relation to your rental property to complete your income tax return

2023 Capital Gains Checklist

If you have sold property/shares/other assets during the year that was not your primary residence please refer to our checklist for information we will require to prepare your income tax return

Business Accounts and Taxation Preparation Checklist

Please refer to our checklist for information required to prepare you financial statements, audit and income tax return

Self-Managed Superannuation Fund Income Tax Return & Audit Checklist

Please Refer to our checklist for information required to prepare your financial statements, Audit and income tax return

POI Checklist

The new proof of identity documents is required to be sighted. One "A" type document, or one type "B" and one type "C" type document must be sighted for new clients.

PAYG Variation Checklist

Application for Establishment of a Private Company

Application for Establishment of a Trust

Application for ABN, GST or PAYG Registration

Prior Years Checklists

2017 Capital Gains Checklist
2017 Personal Tax Return Instructions
2017 Rental Property Checklist
2018 Capital Gains Checklist
2018 Personal Tax Return Instructions
2018 Rental Property Checklist
2019 Capital Gains Checklist
2019 Personal Tax Return Instructions
2019 Rental Property Checklist
2020 Capital Gains Checklist
2020 Personal Tax Return Instructions
2020 Rental Property Checklist
2021 Capital Gains Checklist
2021 Personal Tax Trturn Instructions
2021 Rental Property Checklist
2022 Capital Gains Checklist
2022 Personal Tax Trturn Instructions
2022 Rental Property Checklist