WHAT TO BRING TO APPOINTMENTS:

New Clients

•          Copies of your prior year tax returns
•          Copies of your prior year accounts

Individual Tax Returns

•          PAYG Summaries (group certificates)
•          ETP Summaries
•          Summary of income and expenses (as per ITR checklist)

Business Activity Statements

•          Summary of your income and expenses for the relevant period/s
•          Bank Statement for the relevant period ended
•          Summary of capital purchases bought within the relevant period
•          Summary of personal usage rates for items used for both personal and business purposes
           e.g. telephone, motor vehicle, internet

DOCUMENTS

•          Individual Income Tax Return Checklist
•          Company Formation
•          Trust Formation
•          Superfund Formation
•          ABN, GST and/or PAYG Withholding Registration