Tax Return Checklists 

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

_{Other Forms}

• Home Office Expense Checklist
• Investment Income Form
• Motor Vehicle Form
• Rental Property Form
• Obtain a Title Search
• Property Valuation Form
• Investment Strategy with LRB
• Collectables Held Form
• Work Test Declaration
• ATO Notice To Claim a Tax Deduction
• Confirmation of Contributions Form
• Trustee Minutes
• Confirmation of Benefits Paid
• Rollover Benefits Statement
• Retirement Declaration age 56-59
• Retirement declaration age 60-64
• Investment Strategy
• Client Contact Update Form

 Business Tools

• Start Up Expense Checklist
• Business Start Up Checklist
• Business Plan Template
• Cash Flow Budget Template
• Profit & Loss Template 
• Getting Started with Xero
• Personal Budget Calculator

• Financial Calculators

• Corporate Brochure
• 11 Things Every Trades Person Should Know                         
• Industry Benchmarks for Trades             
• The Motor Vehicle Tax Guide
• Claiming Home Office Deductions           

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