Tax Return Requirements

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.

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 review a list of documents needed.  Remember that you may also need some or all of the individual requirements in above.

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. Review our list of documents needed.

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. Review our list of documents needed.

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 view our list of documents needed.