Tax checklists for you and your business
When it comes to your business taxes, it can be hard to know what you need to record to substantiate your claims at tax time. Make sure you’re on the same page as the ATO with one of our interactive tax checklists.
Please Note: Don’t worry if you’re not sure about something on a checklist or aren’t sure whether an item is relevant to you, your Etax Local Accountant will be happy to clarify everything before we start your tax return.
Use our checklists simply as a reference or check off items as you go.
Company Tax Checklist
Tax checklist for recording business expenses and income.
Partnership Tax Checklist
Tax checklist for recording Partnership expenses and income.
Trust
Tax Checklist
Tax checklist for recording business expenses and income.
Self Managed Superfund Checklist
Tax checklist for recording Self Managed Super Fund expenses and income.
Sole Trader Tax Checklist
Sole trader financial statement tax checklist.
Individual
Tax Checklist
Personal tax checklist for recording complex expenses and income (investments etc.).
BAS Checklist
BAS Checklist for recording business expenses and income.
Tax Agent
