2018 Individual Tax Return Checklist
Many of our clients find it more convenient do liaise with us remotely when we prepare and lodge their individual income tax returns.
Please complete the attached checklist. It is only meant to serve as a 'memory jogger' so you don't have to complete all pages.
The most important sections are the first two pages and the section covering deductions. I suggest you complete all of those pages.
Once you have finished doing that, please email me the completed checklist along with any other information that you have (e.g. group certificates and spread sheets)
I'll use that information to draft your initial return(s).
Link to 2018 Individual Tax Return checklist - 2018 Individual Tax Return
WE CAN ALSO HELP YOU WITH –
Car, Boat & Equipment Loans (Pure Capital) - Find out about our car and equipment loans here - Click here to obtain a quote or apply for finance
Financial Planning (Andrew McKee – Australian Unity) – You can email Andrew directly at - firstname.lastname@example.org
APPOINTMENTS - For appointments or to schedule phone calls please click - Click here to organise an initial free 30 minute meeting