Our Checklists are designed to obtain detailed and useful information from you in an effective and time efficient way.

Individual & Sole Trader Income Tax Return Checklist

Designed to assist you in the preparation of your income tax return.  Collate the required information ready for your appointment with one of our team members.

Individuals with Investment Properties Income Tax Return Checklist

This checklist is designed to help you obtain as much information and documentation prior to your appointment with our team.  This is a guide only and not everyone will require all documents listed.

Other Checklists: