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.

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.

Business Tax Return Checklist

If your are running a business as a sole trader, partnership, company or trust 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.

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.