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Tax checklists

A range of checklists to assist in the preparation of various tax returns.

Tax planning checklist

Checklist to assist in identifying tax planning opportunities at year end.

Company tax return checklist

Checklist to assist in completing a tax return for companies.

Division 7A checklist

Checklist to assist in determining whether Division 7A applies.

Fringe benefits tax checklists

These checklists provide a summary guide to the procedures and mechanics for preparing the fringe benefits tax (FBT) return.

Individual tax return checklist

Checklist to assist in preparing individual tax returns.

Individual tax return workflow

Checklist to assist in preparing and obtaining the information and documentation for an individual tax return engagement.

PSI / PSB self-assessment checklist

Checklist to assist in assessing personal services income / personal business income for a client.

Residential rental property checklist

Checklist to assist in completing tax return details for residential rental properties.

Superannuation fund return preparation checklist

Checklist to assist in completing a tax return for superannuation funds.

Tax job sheet

Checklist to assist in reviewing the completeness of a tax engagement.

Trust tax return checklist

Checklist to assist in completing tax return for trusts.