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

Tax planning checklist Blue lock

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

Company tax return checklist Blue lock

Checklist to assist in completing a tax return for companies.

Division 7A checklist Blue lock

Checklist to assist in determining whether Division 7A applies.

Fringe benefits tax checklists Blue lock

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

Individual tax return checklist Blue lock

Checklist to assist in preparing individual tax returns.

Individual tax return workflow Blue lock

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

PSI / PSB self-assessment checklist Blue lock

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

Residential rental property checklist Blue lock

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

Superannuation fund return preparation checklist Blue lock

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

Tax job sheet Blue lock

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

Trust tax return checklist Blue lock

Checklist to assist in completing tax return for trusts.

 

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Page last updated: Friday, 1 August 2008
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