Resources

  • Tax Return Checklist

    To ensure efficient processing of your tax return, you can use this checklist to ensure you have the correct documents and information available at your appointment.

  • Investment Property - Income & Expense Worksheet

    This worksheet can be used for an investment property.

  • Self-education Related Deductions – Expense Worksheet

    This worksheet can be used to assist if claiming self-education and study expenses.

    Discuss with our accountants to see if you may be eligible.

  • Work-Related & Other Deductions – Expense Worksheet

    This worksheet can be used to assist if claiming work-related and other expenses such as travel, clothing, donations and income protection insurance.

    Discuss with our accountants to see if you may be eligible.

  • Working From Home Record Log

    This worksheet can be used to assist if claiming working from home expenses. Must be completed to record all work from home hours for the full financial year. Expenses incurred are to be recorded in the ‘Work-related and other deductions – expense worksheet’.

    Discuss with our accountants to see if you may be eligible.

  • Motor Vehicle Deductions – (cents per km record)

    This worksheet can be used to assist if claiming motor vehicle expenses using the cents per km method.

    Discuss with our accountants to see if you may be eligible.

  • Motor Vehicle – log book

    This log book can be used to assist if claiming motor vehicle expenses using the log book method. The log book must be completed for at least 12 consecutive weeks once every 5 years, unless your situation has changed.

    Discuss with our accountants to see if you may be eligible.

  • Motor Vehicle Deductions – worksheet (log book method)

    This worksheet can be used to assist if claiming motor vehicle expenses using the log book method.

    Discuss with our accountants to see if you may be eligible.

Can’t find what you’re after?