Help Us Prepare for Your Meeting
To make the most of our time together and ensure we identify all relevant income, deductions, and tax matters, we ask that you complete our Tax Return Preparation Checklist before your appointment.
The checklist is a simple questionnaire designed to help you identify the topics that may need to be discussed during your tax return meeting. It covers common areas such as:
- Employment income
- ABN, contracting or freelance income
- Work-related expenses
The checklist is not intended to replace our discussion. Instead, it helps us understand your circumstances before the meeting so we can focus on the matters most relevant to you. This allows us to prepare more efficiently and identify any documents or information that may be required ahead of time.
Please note that:
- Most appointments can be conducted conveniently via Microsoft Teams or telephone. Face-to-face appointments attract an additional fee.
- Our office is now located at 468 High Street, Preston VIC 3072 (by appointment only).
In the meantime, you may find the following resources useful when gathering your tax information:
- Checklist of information if you have rental properties – https://idotax.com.au/rental-property-checklist
- Checklist of information if you operate a business – Business Activity Checklist
- Spreadsheet to track transactions– Income & Expenses Template
- Guide to Starting a Business – Business.gov.au Guide
- Car Logbook Template – Car Logbook Template
- ATO Tax Invoice Guidelines – https://www.ato.gov.au/businesses-and-organisations/gst-excise-and-indirect-taxes/in-detail/your-industry/tax-invoices
These resources are provided for reference only and are intended to assist you with gathering and organising your information. There is no need to complete or return these documents to us at this stage. During our consultation, we will discuss your circumstances and confirm what information and supporting evidence will be required.