Annual Tax Return Checklist


With the mountain of paperwork that comes with owning a business, it can sometimes be hard to know what exactly your accountant will need to complete your Annual Tax Return.

To help you out, here is a guide of the general paperwork required.  As each business is unique, there may be additional documentation needed for the completion of your business’ Tax Return.

1. Business Accounts

  • Data file or access to all business accounts (Xero, MYOB, Quickbooks)
  • Debtors and Creditors reconciliation
  • Stocktake if applicable
  • Cash book if applicable
  • Payroll reconciliation
  • Superannuation reconciliation

2. Bank Statements

  • Bank Statements on all operating accounts
  • 30 June Bank Statements on all relevant loan documents
  • 30 June Bank Statements on any investment accounts

3. New or Sold Assets

  • All documents relating to the purchase or sale of the asset
  • Date any contract was entered into
  • Date the asset was first used or date the asset was installed for use
  • All documents relating to the purchase or sale of the asset

Print PDF version of Tax Tips

Click HERE

Contact Us

    We regularly provide information seminars and networking sessions for local businesses and business people.

    All of our seminars are hosted in our office boardroom, and refreshments are provided.