Tax Checklist


The following checklist is offered for your convenience in collecting the documents required for a speedy preparation of your work. Please bring the items that apply to you.

Tax Preparation for:

  • PAYG Summaries available online
  • Pension/Benefit statements available online
  • Bank statements – interest details available online
  • E. T. P Statements available online
  • Super Contributions & Policy No.
  • Spouse/Partner Income
  • Motor Vehicle Logbook/Details
  • Dividend details
  • Receipts for allowable deductions

For Rental Property:

  • Rental Income Details
  • Expense Details
  • Sale of property {also need purchase details} (for Capital gains tax calculation)

For Businesses:

  • Business Income & Expenses
  • Bank Statements
  • Cheque Books & Deposit Books

For Audits:

  • Bank Statements
  • Receipts
  • Expenses
  • Cashbooks
  • Cheque Books & Deposit Books
  • Auditors Statement from previous year (If you are a new client)

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