Tax Return Preparation

It’s Time to Get Ready for Your Year End Tax Return

To help us prepare your tax return as quickly and efficiently as possible, please gather the information relevant to you before lodging your tax return.

Step 1 – Re-engage

Before sending your information, please complete our online re-engagement form:

Complete Client Engagement

This helps us confirm your current details and ensures we have the necessary authority to act on your behalf.

Personal Information

Name(Required)

First Last

Email(Required)

Phone

Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Bank Account No(Required)

Bank Account BSB(Required)

Marital status(Required)

Number of dependent children(Required)

Please enter a number greater than or equal to 0.

Do you have Private health insurance?(Required)

Yes

Private health fund Name(Required)

Private health fund Member Number(Required)

PAYG Employees

Please provide details of:(Required)

Select All

Any employment income not reported through Single Touch Payroll

Allowances received

Work-related expenses

Union fees

Income protection insurance premiums

Donations to deductible charities

Tax agent fees paid in prior years

Interest earned from bank accounts

Dividends received

Managed fund distributions

Cryptocurrency transactions

Foreign income

Not Applicable

PAYG Documentation

Drop files here or

Max. file size: 100 MB.

Property Investors

Please provide any details of:(Required)

Select All

Annual rental property statement from your managing agent

Details of any periods the property was vacant

Loan interest statements

Council rates

Water rates

Land tax assessments

Insurance premiums

Repairs and maintenance invoices

Body corporate statements

Depreciation schedule (if applicable)

Details of any new assets purchased for the property

Details of any property purchased or sold during the year

Details of any refinancing of property loans

Not Applicable

Property Investor Documentation

Drop files here or

Max. file size: 100 MB.

Share Investors & Managed Funds

Please provide any details of:(Required)

Select All

Dividend statements

Annual tax statements from managed funds

Details of shares purchased or sold

Employee share scheme statements

Cryptocurrency transaction reports

Not Applicable

Share Investors & Managed Funds Documention

Drop files here or

Max. file size: 100 MB.

Business Owners & Sole Traders

Please provide any details of:(Required)

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Access to your Xero, MYOB, QuickBooks or accounting software file

Copies of bank statements and financial records

Not Applicable

Business Owners & Sole Traders Documentation

Drop files here or

Max. file size: 100 MB.

Please also advise if:(Required)

Select All

You commenced a new business

You ceased a business

You purchased or sold business assets

You purchased vehicles or equipment

You obtained new finance

You refinanced existing loans

You employed new staff

You paid contractors

You made superannuation contributions for employees

You purchased or sold real property

You started exporting or importing goods

Not Applicable

Companies and Trusts

Please also advise if:(Required)

Select All

Finalised bookkeeping records

Loan balances and loan agreements

Details of new loans made to or from shareholders, beneficiaries or related parties

Details of assets purchased or sold

Minutes or resolutions prepared during the year

Details of beneficiary distributions proposed

Details of any changes to directors, shareholders, trustees or beneficiaries

Copies of finance agreements entered into during the year

Not Applicable

Companies and Trusts - Documentation

Drop files here or

Max. file size: 100 MB.

Superannuation

Please advise details of:(Required)

Select All

Personal deductible contributions

Salary sacrifice contributions

Pension commencements or commutations

Rollovers between super funds

SMSF contributions and pension payments

Not Applicable

Superannuation - Documentation

Drop files here or

Max. file size: 100 MB.

Important Tax Planning Opportunities

Please advise if during the year you:(Required)

Select All

Purchased or sold property

Purchased or sold a business

Started a new business venture

Received an inheritance

Received a redundancy payment

Retired

Separated or divorced

Became a non-resident or returned to Australia

Made significant investments

Received cryptocurrency or digital assets

Not Applicable

These events may have tax implications and should be discussed before your return is finalised.

Ready to Proceed?

Consent(Required)

I am ready to Proceed & agree that all documents are true and correct

Once you have gathered your information, please upload your documents securely or contact us to discuss your circumstances.

If you are unsure whether something is relevant, please send it through and we can advise. We look forward to assisting you with your year end tax return.

Personal Information

PAYG Employees

Property Investors

Share Investors & Managed Funds

Business Owners & Sole Traders

Companies and Trusts

Superannuation

Important Tax Planning Opportunities

Ready to Proceed?

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