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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 2020 to 31 March 2021.

Checklists

Standard Terms of Engagement
  • BAS Standard Terms

2021 Business Checklist
  • FY21 Business Tax Return Checklist

2021 Personal Checklist
  • FY21 Personal Tax Return Checklist

2021 Rental Property Checklist
  • FY21 Rental Tax Return Checklist

2021 Trust Checklist
  • FY21 Trust Tax Return Checklist

31 March 2021 Tax Tips and Reminders
  • 2021 YearEndTaxTips
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