1. Instructions

    1. Instructions

  2. Bank Information

    1. *Upload Bank Statement(s)

    2. *Upload Credit Card Statement(s)

    3. *Upload Statements for Other Accounts / Business Loans / Overdraft

  3. Cash on Hand

    1. *Were all receipts (including cash) deposited in your bank account as of June 30th?

    2. *Please confirm the amount of Petty Cash as of June 30th

  4. Fixed Asset Changes

    1. *Purchasing, Selling & Trading of Assets

  5. Hire Purchase / Finance Lease

    1. *Did you have any Hire Purchase and/or Lease Arrangements for the year?

  6. Bad Debts

    1. *Have you identified any debts that you consider to be bad?

  7. Payroll Tax Return

    1. *Upload Payroll Tax Return

  8. Workcover Declaration

    1. *Upload Workcover Declaration

  9. Keyman / Buy-Sell Insurance Statements

    1. *Upload relevant insurance policies / premium statements

  10. General Ledger File - Year End Actions

    1. General ledger

    2. *Have you finalised the June quarter Business Activity Statement?

    3. *Have your finalised Payroll?

    4. *Have you recorded closing balances as at 30 June for any inventory / stock / work in progress in your General Ledger File

    5. *Have you locked your General Ledger file for the relevant financial year?

  11. Contingent Liabilities/Commitments

    1. *Are you aware of any contingent liabilities, lawsuits and/or guarantees?

  12. Inventory

    1. *Did you have any stock by June 30th?

  13. Salary/Wage Records

    1. *Did you have any employees that you paid salary/wages to during the financial year (July 1 to June 30)?

    2. *Super Contributions

  14. Investments

    1. *Investments Made / Investments Sold

  15. Investment Loan Details

    1. *Upload Investment Loan Documentation

    2. *Upload Payment & Balance Documentation

  16. Rental Property Income / Expenditure

    1. *Upload Rental Property Income / Expenditure

    2. *Did you acquire a new rental property or dispose of an existing rental property this financial year?

  17. Motor Vehicle Claim

    1. *Have you kept a logbook for your business vehicle this year?

  18. Home Office Claim / Home Office Running Costs

    1. *Please advise the number of hours worked from your home office during the relevant financial year. Alternatively list expenditures incurred in running your home office - for example: electricity, internet, telephone - including any assets acquired.

  19. Insurance Statements

    1. *Upload insurance statements / policies

  20. Other Deductions - Donations, Uniform Laundry, Subscription, Self-Education, etc.

    1. *Upload other documents you feel are relevant to your tax affairs

  21. PreFill Report Confirmation

    1. *Review PreFill Reports and advise of inaccuracies

  22. Bank Account / Address Updates / Email Address Update

    1. *Please advise if your bank account details or email, or residential address details have changed since we last prepared your income tax return.

    2. *Have your bank account details changed since your previous tax return with us?

  23. Is there anything else you think we should be aware of?

    1. Please detail any other items / matters you feel we should know about in respect of the relevant year

Tax Return Documentation - Business (AUS)


Tax Return Documentation - Business (AUS)

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*Upload Bank Statement(s)

Please attach a copy of each bank statement showing the closing balance at the 30th of June.

Choose fileor drag a file here

*Upload Credit Card Statement(s)

Please attach a copy of each credit card statement showing the closing balance at the 30th of June.

Choose fileor drag a file here

*Upload Statements for Other Accounts / Business Loans / Overdraft

Please attach a copy of the statement(s) of any other accounts / business loans / overdraft held by your trading entity showing the closing balance as at 30th of June (e.g. Paypal, Wise)

Choose fileor drag a file here

*Were all receipts (including cash) deposited in your bank account as of June 30th?

  • Yes

  • No

*Please confirm the amount of Petty Cash as of June 30th

*Purchasing, Selling & Trading of Assets

Did you purchase, sell, or trade in any office equipment, computer equipment, plant, vehicle, or property, etc during the relevant financial year?

  • Yes

  • No

*Did you have any Hire Purchase and/or Lease Arrangements for the year?

  • Yes

  • No

*Have you identified any debts that you consider to be bad?

  • Yes

  • No

*Upload Payroll Tax Return

 Please upload a copy of the annual Payroll Tax Return for the relevant financial year.

Choose fileor drag a file here

*Upload Workcover Declaration

 Please upload a copy of your Workcover Declaration for the relevant financial year

Choose fileor drag a file here

*Upload relevant insurance policies / premium statements

Please upload copies of annual insurance statements for policies such as: keyman insurance, buy-sell insurance, etc.  

Choose fileor drag a file here

General ledger

*Have you finalised the June quarter Business Activity Statement?

  • Yes

  • No

*Have your finalised Payroll?

  • Yes

  • No

*Have you recorded closing balances as at 30 June for any inventory / stock / work in progress in your General Ledger File

  • Yes

  • No

*Have you locked your General Ledger file for the relevant financial year?

  • Yes

  • No

*Are you aware of any contingent liabilities, lawsuits and/or guarantees?

  • Yes

  • No

*Did you have any stock by June 30th?

  • Yes

  • No

*Did you have any employees that you paid salary/wages to during the financial year (July 1 to June 30)?

  • Yes

  • No

*Super Contributions

Did you pay any super contributions in excess of the 9% super guarantee for any employee, shareholder or director?

  • Yes

  • No

*Investments Made / Investments Sold

Did you make or sell any investments during the relevant financial year (e.g. shares purchased, term deposits)?

  • Yes

  • No

*Upload Investment Loan Documentation

Please upload documentation for new loans drawn-down during the relevant financial year (i.e. Loan agreements)

Choose fileor drag a file here

*Upload Payment & Balance Documentation

Please upload statements/schedules showing payments made, interest paid for the relevant financial year and the loan balance for all Investment Loans as at 30 June

Choose fileor drag a file here

*Upload Rental Property Income / Expenditure

Please upload copies of any rental statements for the relevant financial year, summary of expenses incurred in relation to the rental property, etc.

Choose fileor drag a file here

*Did you acquire a new rental property or dispose of an existing rental property this financial year?

  • Yes

  • No

*Have you kept a logbook for your business vehicle this year?

  • Yes

  • No

*Please advise the number of hours worked from your home office during the relevant financial year. Alternatively list expenditures incurred in running your home office - for example: electricity, internet, telephone - including any assets acquired.

*Upload insurance statements / policies

Please upload copies of annual insurance statements for policies such as: life insurance, TPD, income protection, trauma and private health. 

Choose fileor drag a file here

*Upload other documents you feel are relevant to your tax affairs

 Please upload any other documentation / receipts that may be relevant  

Choose fileor drag a file here

*Review PreFill Reports and advise of inaccuracies

Please review your PreFill Reports, as this information is what the Tax Office is expecting to be reported on your personal Income Tax Return. If any items are incorrect, please detail them below. If everything is correct, click submit, leaving the box empty. 

*Please advise if your bank account details or email, or residential address details have changed since we last prepared your income tax return.

*Have your bank account details changed since your previous tax return with us?

  • Yes

  • No

Please detail any other items / matters you feel we should know about in respect of the relevant year