Your Tax Checklist

Every year your accountant needs certain documents from you to lodge your tax return. Do you know what you need to give them? Have a look at our checklists so you can get yourself organised. The faster you get your information to us, the faster you’ll get your tax return!


Individual Checklist

Use this checklist if you need to lodge an individual tax return (includes people with rental properties & investments). This is a detailed list and it’s likely that much of it won’t apply to you. If you are unsure of what details you need to send please give us a call and we’ll help you out.

 >>Download Individual Checklist


Business Checklist

This checklist is for individuals with a business. This checklist is suitable for most businesses, however, there are extra requirements for certain types of businesses or business activities and it’s a good idea to talk to your accountant about what you need to provide. Call us to find out if you need to provide additional information.

>>Download Business Checklist



The information in this document reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue. In some cases the information has been provided to us by third parties. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Any advice in this publication is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.