2023 Income Tax Returns
Anyone with a March balance date should have received at the end of March an email with links to our end of year checklist to enable us to prepare your 2023 income tax return. This is one of the most important documents that an accountant must have when preparing your tax return.
The checklist must be completed at the same time that the documents are provided as it is a requirement of both Inland Revenue and Chartered Accountants Australia New Zealand. We are required to hold the checklist or not complete the financial reports / tax return.
Anyone with a March balance date can start preparing the information for us to do their income tax return. If you need the checklist or more information regarding our checklist please visit here.
If you submit your checklist it is crucial that you submit all other information at the same time because this will then confirm your spot in our workflow process. If you do not provide everything at the same time our Compliance Administrator will be in contact chasing the information we need and we cannot start the job until you provide it.
The most common documents that we need but not necessarily the only documents are:
As always if you need assistance with preparation of your checklist our dedicated team is always available and willing to provide assistance where required.
The checklist must be completed at the same time that the documents are provided as it is a requirement of both Inland Revenue and Chartered Accountants Australia New Zealand. We are required to hold the checklist or not complete the financial reports / tax return.
Anyone with a March balance date can start preparing the information for us to do their income tax return. If you need the checklist or more information regarding our checklist please visit here.
If you submit your checklist it is crucial that you submit all other information at the same time because this will then confirm your spot in our workflow process. If you do not provide everything at the same time our Compliance Administrator will be in contact chasing the information we need and we cannot start the job until you provide it.
The most common documents that we need but not necessarily the only documents are:
- Bills owing to suppliers;
- Loan statements;
- End of year property manager statements for rental properties;
- Investment portfolio reports;
- End of Year Bank Account Statement/s;
- Home Office Information
As always if you need assistance with preparation of your checklist our dedicated team is always available and willing to provide assistance where required.
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