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

Working from home because of COVID-19 means most will have more deductions than in a normal year.

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

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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Sam El Shammaa
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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