CHECKLIST & PREPERATION

Step 1:

What To Do Now That You Have Booked Your Appointment

Now that you have booked your appointment, here's what you need to action next:

Complete The Checklist Below.
Upload All Relevant Documents To The Client Portal.

For All New Clients:

Call The Office To Provide Personal Information & Arrange ID Check
Provide Copy Of Previous Years Tax Return

If this information is not provided minimum 72 hours PRIOR to your appointment, your appointment will be rescheduled or cancelled.

To provide the New Client information or if you require any assistance, please call the office on 1300 487 589.

Step 2:
Checklist & Portal Documents

Please complete our online checklists to help us prepare for your return. The checklist you choose will correspond directly to your personal situation.

PLEASE NOTE:
If you have employment income only, complete
the Individual Checklist.

If you have a Rental Property and employment income, please complete both checklists.

If you trade though an ABN as a Sole Trader and have employment income also, complete both checklists.

If these checklists are not completed minimum 72 business hours prior to your appointment your appointment will be rescheduled or cancelled.

Click below to begin your checklist & upload all documents related to your checklist to the client portal.

Individual Tax Return Checklist

Sole Trader Checklist

Rental Property Checklist

Consultation Notes

Step 3 - Ensure You Have Provided All Critical Information.

Now that you have completed the information above, let’s make sure you haven’t missed anything important.

Timezone Confirmation – Is your booking in the correct timezone?

Required Documents – Have you uploaded all receipts over $300.00, Income & Expenses Summary, invoices, and other important documents related to your checklist?

Sole Traders – Have you uploaded an Income & Expenses summary for your business?

Rental Properties – Have you uploaded all rental statements, utilities, Income & Expenses summary for each property? See checklist in step 2 for complete list.

Shares & Investments – Have you uploaded statements, dividends, and any buy/sell information?

Superannuation & Personal Contributions – Have you uploaded Notice of Intent to Claim or other
relevant contribution statements?

New Clients – Have you uploaded a copy of last year’s tax return and contacted the office to
arrange your ID Check?

Other Income – Have you provided information on interest, government payments, or other income?

Software - If you have software such as MYOB, Xero etc, have you linked us to your account or
provided income statement?

Important:
All required information must be received at least 72 hours before your scheduled appointment.
Failure to provide all necessary documents in time may result in your appointment being rescheduled or
cancelled in accordance with our Terms & Conditions

Thankyou for booking with Tax Invest Accounting.

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