07 3267 3043

2 ROYAL PDE EAST
BANYO QLD 4014

2019 Business Tax Return Checklist

To assist us in preparing your tax return, please use this checklist when you compile your information. Completing the checklist can take some time however your efforts will enable us to maximise your deductions & process your return efficiently.
Entity Name
Tax File Number
Contact Person
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Email address
Accounts & Loans
1. Please provide a copy of your computerised data file
- Yes
- No
- N/A
Name of program (i.e. MYOB) Version number Password
2. Provide bank statements for all bank accounts & bank loans showing 30 June 2017.
- Yes
- No
- N/A
3. Please provide bank reconciliations for all accounts as at 30 June 2017.
- Yes
- No
- N/A
Assets
4. Please provide details of stock on hand as at 30 June 2017.
- Yes
- No
- N/A
5. Please provide details of assets purchased during the year (greater than $6,500) Include copy of invoice.
- Yes
- No
- N/A
6. Please provide details of assets sold during the year.
- Yes
- No
- N/A
Expenditure
7. Please supply a list of trade creditors as at 30 June 2017.
- Yes
- No
- N/A
8. Please provide a copy of credit card statements up to and including 30 June 2017.
- Yes
- No
- N/A
9. Please provide details of any expenditure incurred personally by Directors on behalf of the business and not reimbursed.
- Yes
- No
- N/A
10. Please provide support for all major expenditure allocated to repairs and maintenance.
- Yes
- No
- N/A
Accounts Receivable
11. Please supply a list of trade debtors as at 30 June 2017.
- Yes
- No
- N/A
12. Please provide a list of bad debts written off/to be written off?
- Yes
- No
- N/A
Payroll
13. Please provide wages reconciliation at 30 June 2017, including PAYG Annual Payment Summary.
- Yes
- No
- N/A
14. Please provide confirmation from superannuation funds showing compulsory employee superannuation contributions, including date of payment.
- Yes
- No
- N/A
Leases/Hire Purchase
15. Please provide a copy of any finance/lease/hire purchase agreements entered into during the year.
- Yes
- No
- N/A
16. Please provide details for any agreements (finance/lease/hire purchases) paid out during the year.
- Yes
- No
- N/A
17. Please provide details for any agreements (finance/lease/hire purchases) refinanced during the year.
- Yes
- No
- N/A
Please note: This Company, Trust, Partnership or Sole Trader Checklist has only covered the more common items of a specialised tax return. Should you wish to discuss any of the content of the checklist or any other tax or accounting related matter, please do not hesitate to contact our office.
Queries
Should you have any questions with regards to reporting your income, claiming various deductions, etc. please list them here.
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2019 Business Tax Return Checklist

Accounts & Loans

Assets

Expenditure

Accounts Receivable

Payroll

Leases/Hire Purchase

Queries