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Tax Time Checklists - Individuals; Company; Trust; Partnership; and Super Funds

These checklists will help your tax agent ensure you don't miss any deductions. Simply print, complete and return.

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Please click on the following links to access the checklists most appropriate to your needs.

 

Individuals

Company Trust Partnership

Superannuation Funds

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In order to better serve you, please select the appropriate contact details for the department you are looking for below.

Department Phone Email
Financial Planning (02) 8599 0835 (Option 1) info@capitalwise.com.au
Accounting (02) 8599 0835 (Option 2) accounting@capitalwise.com.au
Conveyancing (02) 8599 0835 (Option 3) conveyancing@capitalwise.com.au

Financial Planning
(02) 8599 0835 (Option 1)
info@capitalwise.com.au

Accounting
(02) 8599 0835 (Option 2)
accounting@capitalwise.com.au

Conveyancing
(02) 8599 0835 (Option 3)
conveyancing@capitalwise.com.au