To help ease the stress of tax time, we’ve put together these Tax Return Checklists to help you prepare your tax return. Follow the simple step by step instructions and work your way through the relevant checklists to collate the information and documents required for us to prepare your tax return.
Please be sure to keep a copy of your Tax Return Checklist and all supporting documents in a safe place. The ATO requires you to retain your tax information for a minimum of 5 years. For long term items such as major equipment and investments, records are required to be kept for a minimum of 5 years after the last time it had an effect on your tax.