It’s that time of year again — tax time!
To make things easy for you, we’ve put together a Tax Return Checklist to help gather everything we need to get
you the best possible result.
Whether you're using XERO or another bookkeeping system for your business, we’ll need a completed
Tax Return Checklist for every individual in your family group over the age of 18 —
if you’d like us to lodge their return. Why? Because each individual might have income or expenses that are not part of the business.
We want to make sure nothing gets missed, which is why it’s so important to go through each question on the checklist carefully.
To keep things simple and secure, we highly recommend using Dropbox to store your tax documents. It’s a great way
to go paperless, stay organized, and be ready in case the ATO ever requests evidence of your claims.
So here's what we need from you:
- Complete the Tax Return Checklist (and SMSF checklist, if applicable)
- Upload your documents to Dropbox
- Email the Dropbox link to team@tolevskypartners.com.au
Important: Please send all of your information at once, including your SMSF details if you have
one.
Once we’ve received everything, we’ll send a confirmation email. Our usual turnaround time is 4 weeks, as long as all
your information is complete. If you need your tax return done sooner, just let us know and we’ll do our best to help.
If you have any questions or would like help with the checklist, feel free to book
an appointment
— we’re here to help!
Individual
Tax Checklist
Individual
Tax Checklist
SMSF Tax
Checklist
SMSF Tax
Checklist
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