Tools

Appointment Checklist

Your Appointment Checklist

Use this helpful tax checklist to stay on top of everything you need for your next appointment, making it as efficient and effective as possible.

Book an Appointment

Individual Returns

Income Statements (if received)

Receipts from work related expenses

Vehicle logbooks

Diaries for Home Office, Mobile Phone and Internet usage

Any extra money earned (e.g. Uber Driving, Bank Interest)

Share dividend statements

Managed Fund statements

Private Health Statement (if received)

Distribution statements from Partnership or Trust Income

Superannuation contributions statement (voluntary super contribution)

Bank details (for refund to be paid into)

Personal Identification

Drivers License, Passport or form of identification

Business Tax Returns

Bank statements (excel format)

Receipts for any cash purchases

Loan statements

Payroll reports

Vehicle logbooks and diaries for Home Office, Mobile Phone and Internet usage

Any extra money earned (e.g. Uber Driving, Bank Interest)

Share dividend statements

Managed Fund statements

Distribution statements from Partnership or Trust Income

Superannuation contributions statement

Spouse Name, DOB and Income

Crypto

Tax Statement (if received)

Buy/Sell CSV file

Multiple wallets? Then also provide the Send/Receive CSV file

Rental Property Income

Income and expenses from investment properties

Real Estate Agent end of financial year statement

Interest paid statement for investment property loans

Depreciation reports|Number of weeks property was rented

Foreign Income

Income received from outside Australia

Income from employment and personal services

Income from assets and investments (including Rental Properties)

Capital gains on overseas assets

Spouse

Spouse Name

Spouse DOB

Spouse Income

Capital Gains and Losses

Purchase Date and Price for disposed asset

Sale Date and Price for disposed asset

Re-investment statements if applicable

Your Appointment Checklist

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