Checklist

Tax Appointment Checklist

A preparation checklist for income records, deduction receipts, investment details, and ATO letters before a tax return appointment.

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Before you start

Best for

  • Individuals preparing an annual tax return
  • Clients with work-related deductions
  • Clients bringing ATO correspondence to the office

Information requested

  • Income statements
  • Work-related deduction receipts
  • Private health insurance details, if applicable
  • Rental or investment summaries, if applicable
  • ATO letters or notices
Income records
Deduction records
Property, investments, and correspondence

Checklist entries remain in this browser until you download or clear the form.

Merrylands office

Ready to discuss your tax or accounting matter?

Send an enquiry or call the office to arrange an appointment. If you are contacting us about a tax return or BAS, include the type of work you need help with and any upcoming deadlines.

Suite 2, Level 1, 204 Merrylands Road, Merrylands NSW 2160

Open Monday to Friday, 9:00 AM – 6:00 PM

Send an enquiry (02) 9637 3839