Name*

First Last

Address*

Street Address Suburb State Postcode

Date Of Birth*

ABN*

Mobile Number*

Email*

Bank details for your refund to be deposited into

Account Name	BSB	Account Number

What was your main business activity during the year?

Recordkeeping

Can you provide a backup of your accounting file?*

Yes
No
N/A

Provide GTS Advisor access to your online accounting file.*

Yes
No
N/A

Provide the following emails with the required access.

Xero - admin@generaltax.com.au
QBO - admin@generaltax.com.au
MYOB - graham@generaltax.com.au

Provide a cashbook summary of revenue items and expenses if not using an accounting package (Soft copy preferred (i.e. Excel, Numbers).*

Yes
No
N/A

Provide copies of each BAS submitted to the ATO*

Yes
No
N/A

Business Accounts And Business Loans

Provide copies bank statements for all bank accounts showing 30/06/2020.*

Yes
No
N/A

Provide copies of bank statements for all business loans showing 30/06/2020.*

Yes
No
N/A

Assets

Provide details of stock on hand as at 30/06/2020.*

Yes
No
N/A

Provide details for any assets purchased during the year (>$6,500).*

Yes
No
N/A

Provide details for any assets sold during the year.*

Yes
No
N/A

Expenses

Please supply a list of trade creditors as at 30/06/2020.*

Yes
No
N/A

Provide copes of credit card statements up to and including 30/06/2020.*

Yes
No
N/A

Provide support for all major expenses allocated to repairs and maintenance.*

Yes
No
N/A

Motor Vehicle

If motor vehicle is being claimed for business related travel, we require:

Provide logbook percentage (if applicable)*

Yes
No
N/A

Lookbook Percentage

Or

Provide number of kilometres travelled.*

Yes
No
N/A

Number of kilometres travelled.

Accounts receivable

Provide a list of trade debtors as at 30/06/2020.*

Yes
No
N/A

Provide a list of trade debtors as at 30/06/2020.

Provide a list of bad debts written off / to be written off.*

Yes
No
N/A

Bad debts

Payroll

Provide wage reconciliation as at 30/06/2020.*

Yes
No
N/A

Provide copies of an income statements / PAYG payment summaries issued.*

Yes
No
N/A

Provide confirmation of paid employee superannuation contributions.*

Yes
No
N/A

Provide details of any personal superannuation contributions made.*

Yes
No
N/A

Finance / lease / hire purchase agreements

Provide copies of any agreements entered into during the year.*

Yes
No
N/A

Provide details for any agreements paid out furing the year.*

Yes
No
N/A

Provide details for any agreements refinanced during the year.*

Yes
No
N/A

Extra Information | File Upload

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07 3267 3043

2020 Small Business Tax Return Submission Form