In order for us to begin preparing your tax returns, please kindly provide us the following information:


Find the relevant attachments below, or select the attachments shown at the end of the article.


Tax return type:Description
For Individuals

Please complete a separate sheet for: 

  • each additional person 
  • and for each additional years of tax return that is to be completed.


For new clients seeing Teresa Tran for the first time:

  • please bring a copy of your last year's tax return.

With Businessonly applicable for those that have an ABN or running a business.
With Rental properties

Only applicable for those who have rental properties


In the rental excel, there is a list of information that you will need to supply to us. Please kindly read through it thoroughly.


With Capital Gains
(sale of house, cryptocurrency, shares, etc)		Please contact our office so we provide you with the correct checklist




For detailed visual instructions 

click here to view a visual guide on how to complete the excel files below