Checklists and information for you to help us prepare your returns
In order to assist us in preparing your tax return(s), please download the checklists below that are relevant to your circumstances.
Read through the options and put together any records relating to these, then email to us at: [email protected]
or post to: Preston Corporate Accounting, PO Box 302, Como WA 6952.
We have also included information sheets which may be relevant to you, as well as a template of a Work from Home (WFM) hours diary if required.
Read through the options and put together any records relating to these, then email to us at: [email protected]
or post to: Preston Corporate Accounting, PO Box 302, Como WA 6952.
We have also included information sheets which may be relevant to you, as well as a template of a Work from Home (WFM) hours diary if required.
Taxpayer & Tax Agent Obligations
| Taxpayer Obligations | |
| File Size: | 824 kb |
| File Type: | |
Businesses
| Business Checklist - Companies, Partnerships & Trusts | |
| File Size: | 198 kb |
| File Type: | |
| FBT Questionnaire | |
| File Size: | 60 kb |
| File Type: | docx |
| FBT Questionnaire PDF | |
| File Size: | 402 kb |
| File Type: | |
| FBT - Workhorse Declaration | |
| File Size: | 25 kb |
| File Type: | docx |
| FBT - Workhorse Declaration PDF | |
| File Size: | 156 kb |
| File Type: | |
Individuals
| Individual Tax Return Checklist | |
| File Size: | 575 kb |
| File Type: | |
| Asset Disposal info (eg. shares, crypto, real estate).pdf | |
| File Size: | 436 kb |
| File Type: | |
| Managed Funds Tax Time Info Sheet | |
| File Size: | 318 kb |
| File Type: | |
| Rental Checklist | |
| File Size: | 489 kb |
| File Type: | |
| Work From Home info | |
| File Size: | 877 kb |
| File Type: | |
| working-from-home-diary-template | |
| File Size: | 45 kb |
| File Type: | xlsx |