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To make it easier for TaxAssist Accountants clients to be prepared for their meeting with us, we provide a handy Tax Return Checklist. This helps clients to save time and money by completing and providing the information listed on the checklist.

Confused about something on the checklist?

Not to worry, we can explain more in your consultation.

Don’t have all the documents you need?

You may still be waiting for your tax statement, PAYG, a receipt or other documents. No problem, just let us know.

Not sure where to find something?

Statements from banks and private health providers will be sent to you at the end of each financial year – or you can access them online. Contact your provider if you are still waiting for documents that you need for your tax return. Again, if you’re unsure where to find something, just ask us and we’ll advise.

How we can help

Our handy Tax Return Checklist can be accessed here.

We can analyse your tax return to see if any tax savings can be made and we can also review the form to see if there are any anomalies that need to be addressed before the return is lodged.

This process helps to minimise your risk of an ATO enquiry into your tax affairs. If you are experiencing cashflow problems, we can explore the possibilities of deferring your tax payments, or negotiating a payment plan with ATO on your behalf.

By giving you a fixed, competitive price, we can take the worry away when it comes to tax returns; allowing you to concentrate on running your business.

Give us a call today 03 8594 1811 or contact us via our enquiry form and we'll get back to you.

Date published 9 Jul 2022 | Last updated 9 Jul 2022

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Running your own business can be challenging so why not let TaxAssist Accountants manage your tax, accounting, bookkeeping and payroll needs? If you are not receiving the service you deserve from your accountant, then perhaps it’s time to make the switch?

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Local business focus

We specialise in supporting independent businesses. Each TaxAssist Accountant runs their own business, and are passionate about supporting you.

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Come and meet us

We enjoy talking to business owners and self-employed professionals who are looking to get the most out of their accountant. You can visit us at any of our multiple locations, meet with us online through video call software, or talk to us by telephone.

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Switching is simple

Changing accountants is easier than you might think. There are no tax implications and you can switch at any time in the year and our team will guide you through the process for a smooth transition.

See how TaxAssist Accountants can help you with a free, no obligation consultation

03 8594 1811

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