Helpful tax checklists make your tax return easier
At Etax Accountants we know that finding the plethora of documents required each year to complete your income tax return can be a bit of a hassle. To help make this process a little easier, and to ensure you don't miss out on something that could increase your refund, we've created two helpful tax resources; a simple and advanced tax checklist.
Don't worry if you aren't sure about some of the items on the list. Just keep all of the documents that you think might be relevant as one of our highly qualified accountants will check your return and ask you for further details if required.
To access our Simple and Advanced tax checklists, simply download the relevant PDF below.
- Basic tax checklist:
A list all of the tax documents and records you need if you have fairly simply finances.
- Advanced tax checklist:
For those with more complex taxes, including shares, investments, small businesses and rentals our 'Advanced tax checklist' is ideal.
How to use the tax item checklists:
Save and/or print the checklist
Mark each item as you find it.
Once you've checked-off all the items you need to do your tax return, simply start your online return and you can be finished in minutes!
At Etax Accountants we make tax easy! If you have any questions regarding your individual tax return, don't hesitate to contact us and we'll be happy to help.