1. Tax return for salary or wage earner
Trying to remember what can be claimed and what records to bring to an interview, is made easy by our checklist. Simply click on this link to download a list of documents needed.
Tax return requirements - Individual
2. Tax return for a business
(includes sole trader, partnerships, trust, companies and super funds)
Running a business is hard enough without the worry of what records we need or not. Simply click on this link to download a list of documents needed. Remember that you may also need some or all of the individual requirements in number 1 above.
Tax return requirements - Business
3. Rental or Investment properties
If you have an investment property that you have rented out during the year, then you will also need to provide us with income and expense records. Simply click on this link to download a list of documents needed.
Tax return requirements – Rental property
4. Capital Gains records
If you have an investment property that you have rented out during the year, then you will also need to provide us with income and expense records. Simply click on this link to download a list of documents needed.
Tax return requirements – Capital gains
5. Audit & Acquittal services
We need certain records so that we can prepare financial statements, check financial statements, audit of income and expenses, check that appropriate approvals have been authorised, etc. Simply click on this link to download a list of documents needed.
Auditors requirements – Audits
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