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Resources and Insights

-We know how much there is to remember and collate when getting your financial information ready. That is why we have written these checklists to help you gather information we need in order to prepare your financial statements and income tax returns.

-The information required relates to the tax year from 1 April 2019 to 31 March 2020.

Checklists

Standard Terms of Engagement
  • BAS Standard Terms

2020 Business Checklist
  • FY20 Business Tax Return Checklist

2020 Personal Checklist
  • FY20 Personal Tax Return Checklist

2020 Rental Property Checklist
  • FY20 Rental Tax Return Checklist

2020 Trust Checklist
  • FY20 Trust Tax Return Checklist

31 March 2020 Tax Tips and Reminders
  • 2020 YearEndTaxTips