Individual Tax Return Checklists
At Etax Local we know that it is hard to keep track of everything you need to complete your tax return. That’s why we’ve created the following tax return checklists to ensure you are totally prepared this tax season.
Download our individual tax return checklists below:
A simple checklist for individual tax returns.
Contains a list of all documents that we’ll need to complete a basic tax return.
An advanced tax checklist for individual tax returns.
This comprehensive document contains each item required for more complex tax returns.
- Do I need to fill the checklist in?
No, you can use it as a document reference only, if you prefer. Your accountant can collect all relevant details either over the phone or via our secure client portal.
- I don’t have everything I need?
No problem, we can get started on your tax return straight away and collect the document(s) from you prior to lodgment with the ATO. In some cases, we may be able to retrieve information on your behalf, or extend your deadline with the ATO. (Please Note: not all clients will be eligible for an extension.)
- I’m not sure about something on the checklist?
If you are unsure about an item or document, please feel free to get in touch. Our accountants are always happy to explain what you do and do not need to supply based on your own particular circumstances.
Etax Local Client Portal – Your security is our priority
Secure access to Etax Local’s Client Portal is provided to ALL clients. The perfect way to transfer personal details and sensitive information securely. CLICK HERE to read about the other benefits and functionality of the Client Portal.