Free 2022 Tax Return Checklist

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 1300 513 332 or contact us via our enquiry form and we'll get back to you.

Last updated: 9th July 2022