RESOURCES

FORMS & CHECKLISTS

Whether you’re new client, completing your returns remotely or just need help to prepare your documents for your appointment.  Here are a selection of our most popular forms and checklists.  If you live in a remote community you can email us directly for a copy of our community tax return form.

Individual client form
Business client form
Rental Property checklist
Tax Return prep checklist

Planning tool to help businesses reopen

Planning tool to help businesses reopen

The government’s National COVID-19 Coordination Commission (NCCC) has released an online planning tool to help businesses develop a plan to keep their workers, customers and the community safe as they reopen or increase their activities in the weeks and months ahead....

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COVID-19 and residential rental property claims

COVID-19 and residential rental property claims

Many residential rental property owners have had their rental income affected by COVID-19. As a result of this income year not being business as usual, the ATO has provided answers to some typical scenarios that may crop up in this area for tax time.   Q: If...

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Last-minute tax planning tactics

Last-minute tax planning tactics

This financial year is almost over, but there are still effective strategies you may be able to employ to make sure you pay the right amount of tax for the 2019-20 year and maximise any refund entitlement. This is still, if not more so, the case in the current...

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