Business Checklist

BUSINESS CLIENT TAX RETURN CHECKLIST

This Checlist has been designed for Companies, Trusts, Partnerships and Sole Traders.

Please use it to assist you in providing us with the information we need to get your returns and accounts completed.

If you have a data file, do we have access to it?

If not, please provide backup on a USB, or access to your live file.

Bank statements for all business accounts for the full financial year

Loan statements for any business loans (vehicles, equipment, overdrafts etc)

Invoices for any new equipment purchased during the financial year

Copies of PAYG Payment Summaries issued (if not in a data file)

Copy of RTWSA Adjustment Note

A list of trade debtors, and trade creditors as at 30^th June

A list of any bad debts as at 30^th June

Any fringe benefits provided to employees (motor vehicles, lap tops, payment of mortgages and/or health insurance)

Proof of payments made for employees’ superannuation

Activity statements that have not been lodged by our office