Client Resources

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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 2022 to 31 March 2023.

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Standard Terms of Engagement
  • BAS Standard Terms

2023 Business Checklist
  • FY23 Business Tax Return Checklist

2023 Personal Checklist
  • FY23 Personal Tax Return Checklist

2023 Rental Property Checklist
  • FY23 Rental Tax Return Checklist

2023 Trust Checklist
  • FY23 Trust Tax Return Checklist

31 March 2023 Tax Tips and Reminders
  • 2023 Year End Tax Tips