2010 TAX RETURN CHECKLIST
Business clients
- bank statements
- computer downloads
- deposit book
- cheque butts
- loan statements
- copy BAS statements
- contracts for motor vehicle purchases
- finance co contracts
Personal return clients
- PAYG summaries
- interest details
- devidend slips
- rental property summaries
- managed fund annual statements
- motor vehicle log books
- receipts for all claims
- spreadsheets or summary for deductions
Appointment cancellation
If you can't keep your appointment, please ring Theresa in advance to advise.
If you have the flu, please email or fax over your paperwork & we can complete the job over the phone.