Tax Return Checklists

As a general first step to start preparations for the 2024 tax year, please review the copy of your 2023 return as this will guide and prompt you to the information we will require. Please take the time to complete as it will produce better results and neater records should the ATO come calling.

Please see our checklists below and click on the one that is relevant to you. When you have reviewed and completed the checklist, please send it to us with any supporting attachments.  Feel free to pass onto family and friends along with our regular tax updates.

We look forward to working with you to achieve your goals.