TABLE OF CONTENTS


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



1. Complete the file attached below

Find the relevant attachments below, or select the attachments shown at the end of the article. The are two attachments are:


INDIVIDUAL TAX RETURN:

  • listing all information we require. Please complete a separate sheet for each additional person and for each year of tax return that is to be completed.


RENTAL SCHEDULE:

  • only applicable for those who have rental properties
  • there is a list of information that you will need to supply to us. Please kindly read through it thoroughly.


SOLE TRADER BUSINESS SCHEDULE:

  • only applicable for those that have an ABN


2. Please provide us with a copy of your last year's tax return

Not applicable if you have done your last year's tax return with our office.

3. Please provide us any of the following documents: 


Example

Tax return checklist




Physical receipts organisation


Computer/Cloud file receipts organisation

We prefer that you use a cloud storage provider like dropbox, onedrive, googledrive, etc.. Create a folder, label your receipts accordingly (see below), then share the folder link to chris@ttran.com.au 


Reference

TT office reference

INDIVIDUAL TAX RETURN:

INDIVIDUAL TAX RETURN:

SOLE TRADER BUSINESS SCHEDULE 

INDIVIDUAL TAX RETURN

INDIVIDUAL TAX RETURN