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

What we need from you to start our work on your EOY accounts

Wright Doig & Co will prepare for EOY accounts and Tax Return for you. But first we need some information from you. Here is a list of what we need.

This is a general list of what we usually ask clients for:

  • Access to accounts data file (Xero, QBO, MYOB)
  • Stocktake if applicable (Small Business Entities can use the simplified trading stock rules)
  • Invoice & Hire purchase/chattel mortgage documents for any assets bought or sold during the year, including date the asset was first used or installed ready for use
  • Details of any grants or disaster loans received
  • Details of any insurance payouts for your business or business premises
  • Details of any transactions involving cryptocurrency (e.g. Bitcoin)
  • 30 June statements on any investments or operating accounts
  • 30 June bank statements for all relevant loans

And, if we are preparing your individual income tax returns:

  • Income Statement
  • Tax statements of managed investment funds
  • Interest income from banks and building societies
  • Dividend statements for dividends received
  • For share sales or purchases, the purchase and sale contract notes
  • For real estate sales or purchases, the solicitor’s correspondence for the purchase and sale
  • Rental property statements from real estate agent and details of other expenditure incurred
  • Work related expenses
  • Home office expenses
  • Self-education expenses
  • Travel expenses
  • Donations to charities
  • Health insurance and rebate entitlement
  • Family Tax Benefits received
  • Commonwealth assistance notices
  • IAS statements or details of PAYG Instalments paid
  • Details of any transactions involving cryptocurrency (e.g., Bitcoin)
  • Details of any income derived from participating in the sharing economy (e.g., Uber driving, rent from AirBNB, jobs completed through Airtasker etc.,)

These checklists will help us ensure you don't miss any deductions.

Please click on the following links to access more detailed checklists.


Company Trust Partnership

Superannuation Funds

Want to know more?

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