Tax Checklists

Be Tax-Ready with Our Essential Checklists

Stay organised and confident this tax season. Our detailed checklists ensure you have all the documents and information needed for a smooth, stress-free tax return.

Individual Checklist

Make your individual tax return stress-free.

Our Individual Tax Return Checklist helps you gather all the necessary documents and income details so you don’t miss a deduction or overpay tax. Whether you’re a student, employee, or freelancer, it’s the perfect starting point.

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Investment property Checklist

Own an investment property? Maximise your tax return.

Our Investment Property Checklist helps ensure you claim all eligible deductions — from interest and depreciation to property management fees. Get organised and boost your return.

Business Checklist

Running a business? Stay compliant and prepared.

Our Business Tax Return Checklist outlines exactly what you need to report your income, expenses, and deductions accurately — whether you’re a sole trader, company, or partnership.

Capital Gains Checklist

Sold shares, crypto, or property this year?


Our Capital Gains Tax (CGT) Checklist helps you gather the right records to report sales correctly and avoid surprises. Ensure you’re tax-ready and make the most of available concessions.

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Tax Returns