Forms & Checklists

Downloads

Tax checklists, ATO forms, and resources to make your appointment preparation easier.

👤 Individual Tax Return Checklists

Use these to gather everything you'll need before your appointment.

Individual Tax Return Checklist — Employee
Salaried employees — income, deductions, offsets and Medicare
Download
Individual Tax Return Checklist — Rental Property
Property investors — rental income, expenses, depreciation, CGT
Download
Individual Tax Return Checklist — Sole Trader
Self-employed — business income, expenses, home office, vehicle
Download
🏢 Business Tax Checklists

Information required for business entity returns.

Company Tax Return Checklist
Pty Ltd companies — financial statements, PAYG, franking credits
Download
BAS Preparation Checklist
Quarterly BAS — GST, PAYG withholding, PAYG instalments
Download
🏭 Official ATO Forms

Direct links to official ATO forms — open on the ATO website.

TFN Declaration (NAT 3092)
Required when starting new employment or changing jobs
ATO
Withholding Declaration (NAT 3093)
Adjust the amount of tax withheld from your pay
ATO
Super Choice Form (NAT 70945)
Choose your own superannuation fund with a new employer
ATO
Rental Property Guide (NAT 1729)
Comprehensive guide to rental income, deductions and record keeping
ATO
Note about client checklists

Our client checklists will be available here shortly. In the meantime, contact us directly and we'll email you the appropriate checklist for your situation.