Tax Return Checklists

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.

Our simple and easy-to-complete tax return checklists take the stress out of tax time. Download and complete the relevant form and email it back to us. We’ll take care of the rest.

New Entity Forms

Ready to establish a new business or investment entity? Complete the relevant form below and email to us – we’ll take care of the rest.