Tax Return Checklist

As we approach the end of tax year, we want to ensure that having your tax return completed is a convenient and stress-free experience. To assist in this process, it's necessary to be prepared with key pieces of information, which we’ve collated in the following checklist.

Please review our Tax Return Checklist to determine which information may be applicable for your tax return. Information relating to Income Statements (formerly known as Payment Summaries), income from banks and financial institutions can often be accessed by SMN via the ATO Portal.

Nevertheless, this information is not always complete and up-to-date, so it's always prudent to have original documents to corroborate where possible.

Contactless Returns

If you are unable to make an appointment or would prefer not coming into the office we can support this. Please upload your documents via the portal, and if you have any questions please contact us on 3285 2633.

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Download the Tax Return Checklist