contact us!

Postal Address
PO Box 638
Ringwood VIC 3134

Office Address
Suite 17
45-51 Ringwood St
Ringwood VIC 3134

Phone: 03 9020 0272
Fax: 03 9015 6432
Email: reception@williamsonpartners.com.au
Skype: williamson.partners

Tax checklists

A great way to make sure you’re ready at tax time. We’ve prepared these tax checklists for our customers getting ready for individual, business or SMSF tax returns.

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SMSF Tax Return Checklist

Use this checklist to prepare information for your SMSF Tax Return. Includes banks accounts, money and income received, sale and purchase of assets, property and auditor letters.

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Business Tax Return Checklist

Whether you are a new client of Williamson Partners or have been with us for a while, use this checklist when preparing your business tax return. Includes business income and expenses, BAS and PAYG, capital gain, FBT and income from other entities etc.

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Individual Tax Return Checklist

Whether you are a new client of Williamson Partners or have been with us for a while, use this checklist when preparing your individual tax return. Includes income earned statements, investment property, offsets, employment income deductions and other deductions.