Checklist

Individual Tax Return Checklist

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The checklist asks you the most important questions in order for us to maxmise your tax refund. Complete as much as possible and send it back to us with the relevant information attached. New clients should supply a copy of thier last income tax return to assist us with any carry forward matters.

Motor Vehicle Log Book Template

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Want to claim a percentage of your motor vehicle running cost? You need to keep a log book for 12 consective weeks to calculate your work related usage. Download this free template to help you get started.

Client Meetings

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After completing the checklists and you still require a meeting with us to discuss your situation in more detail we are more than happy to do so, please contact us for a suitable time.

Business Information Checklist

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Most small businesses use some form of computerised accounting software package such as MYOB, QuickBooks or Xero. If you do then use the checklist as a guide of the major items that require review before we begin work. If you are operating a manual system please complete the checklist more thoroughly in order to supply us with the appropriate information to complete the appropriate year end tasks.

Deductions Explained

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Attached is a detailed description of the ATO minimium requirements for substantiating expense and deduction claims

Rental Property Checklist

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Have a rental property? Want to know the type of deductions you can claim? Download this checklist for a detailed list of the expense we are looking for.

Remember if you have a relevantly new property or major renovations have been done in the past then you should have a "Depreciation Schedule" report from a Quantity Surveyors such as BMT. www.bmtqs.com.au