Please download and complete these forms prior to our meeting with you.
This will ensure we spend our time together best helping you with your financial future.
Tax Checklists
- Tax Checklist
- Tax Return Information Form
- Rental Property Form
- Investment Information Form
- Motor Vehicle Information Form
- Rental Property Depreciation Report – Order Form
Your rights and our responsibilities working together
- Individual Terms of Engagement (Excel)
- Clients’ Rights & Obligations under the Taxation Law (Excel)
- Deduction Substantiation Requirements (Excel)
- Work Related Deductions – some of the rules explained (Excel)
To streamline the process upload your documents prior to the meeting.
Upload Your Documents
If you haven’t already, book your meeting today by calling us on 02 4934 8844.