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 Individual Tax Return checklist - 2018 Individual Tax Return
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