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 2024 to 31 March 2025.
Checklists
Checklists
Standard Terms of Engagement
- BAS Standard Terms
2025 Business Checklist
- FY25 Business Tax Return Checklist
2025 Personal Checklist
- FY25 Personal Tax Return Checklist
2025 Rental Property Checklist
- FY25 Rental Tax Return Checklist
2025 Trust Checklist
- FY25 Trust Tax Return Checklist
2025 Sole Trader Checklist
- FY25 Sole Trader/Partnership Checklist
31 March 2025 Tax Tips
- 2025 Year End Tax Tips
Standard Terms of Engagement
- BAS Standard Terms
2025 Business Checklist
- FY25 Business Tax Return Checklist
2025 Personal Checklist
- FY25 Personal Tax Return Checklist
2025 Rental Property Checklist
- FY25 Rental Tax Return Checklist
2025 Trust Checklist
- FY25 Trust Tax Return Checklist
2025 Sole Trader Checklist
- FY25 Sole Trader/Partnership Checklist
31 March 2025 Tax Tips
- 2025 Year End Tax Tips
