Prepare for your appointment
Choose the checklist that matches your situation. Tick off items as you gather them, or print a copy to bring to your appointment.
For employees, investors and anyone lodging a personal tax return. Covers income, deductions, capital gains, foreign income and more.
Open checklistFor investment property owners including short-term and Airbnb rentals. Covers rental income, loan interest, repairs, depreciation and all property expenses.
Open checklistFor clients operating a business under their own ABN. Covers business income, expenses, assets, stock and payroll.
Note: you may also need items from the individual checklist.
Open checklist