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.
Use this sheet to provide us with the relevant information to calculate your home office deductions for the 2022 tax year.
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.
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.