These comprehensive checklists have been designed to assist you to collate all the information we require to prepare your tax return(s). Please download the relevant checklist(s) and complete only the sections that relate to your circumstances or is new information we wouldn’t already have on file. We look forward to seeing you again soon.
2026
- 2026 Year End Individual Tax Return Checklist
- 2026 Is It Tax Deductible (Individual)
- 2026 Year End Company, Trust or Partnership Checklist
- 2026 Year End SMSF Checklist
2025
- 2025 Year End Individual Tax Return Checklist
- 2025 Is It Tax Deductible (Individual)
- 2025 Year End Company, Trust or Partnership Checklist
- 2025 Year End SMSF Checklist
2024
- 2024 Year End Individual Tax Return Checklist
- 2024 Is It Tax Deductible (Individual)
- 2024 Year End Company, Trust or Partnership Checklist
- 2024 Year End SMSF Checklist
2023
- 2023 Year End Individual Tax Return Checklist
- 2023 Is It Tax Deductible (Individual)
- 2023 Year End Company, Trust or Partnership Checklist
- 2023 Year End SMSF Checklist
2022
- 2022 Year End Individual Tax Return Checklist
- 2022 Is It Tax Deductible (Individual)
- 2022 Year End Company, Trust or Partnership Checklist
- 2022 Year End SMSF Checklist
2021
- 2021 Year End Individual Tax Return Checklist
- 2021 Is It Tax Deductible (Individual)
- 2021 Year End Company, Trust or Partnership Checklist
- 2021 Year End SMSF Checklist
2020
- 2020 Year End Individual Tax Return Checklist
- 2020 Is It Tax Deductible (Individual)
- 2020 Year End Company, Trust or Partnership Checklist
- 2020 Year End SMSF Checklist
2019
- 2019 Year End Individual Tax Return Checklist
- 2019 Is It Tax Deductible (Individual)
- 2019 Year End Company, Trust or Partnership Checklist
- 2019 Year End SMSF Checklist
2018
- 2018 Year End Individual Tax Return Checklist
- 2018 Year End Is it Tax Deductible Checklist (Individual)
- 2018 Year End Questionnaire (Business)
2017
- 2017 Year End Individual Tax Return Checklist
- 2017 Year End Rental Property Information Form
- 2017 Year End Is it Tax Deductible Checklist (Individual)
- 2017 Year End Questionnaire (Business)
If you have any concerns or queries, please don’t hesitate to call us on 03 9836 2900.
