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Checklists to save you time and effort

Prepare your tax return

Eight checklists designed to save you time and stress and help you give us all the details and documents we need.

'Thanks in advance,' if you're using them. You've helped us maximise our speed and efficiency in preparing your tax return or business registration.

Tax Return Preparation Checklist 2023 & 2024

What we need to know to prepare your tax return.

Download this checklist

Tax Return Preparation Checklist 2022

This checklist includes relevant COVID-19 related deductions.

Download this checklist

Tax Return Preparation Checklist 2021

This checklist includes relevant COVID-19 related deductions.

Download this checklist

Tax Return Preparation Checklist 2020

This checklist includes relevant COVID-19 related deductions.

Download this checklist

Rental Property Checklist

What we need to know about your rental property.

Download this checklist

ABN, TFN & Business Name Application Checklist

Information we need to lodge your application.

Download this checklist

Update my details

If your details have changed, please send us your updated information.

We'll be in touch if we need any additional information.

Send us your information

Registering a change of name with the ATO

You'll need to give us some specific documentation to do this. If you've changed your name by marriage or by deed poll, please give us a call to clarify what we'll need you to provide.

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