Align Accounting Noosa Hinterland

Tax Return Checklist

  • PAYG Payment summaries
  • Payment summaries from Centrelink
  • Interest earned on bank accounts
  • Share dividend statements
  • Managed funds annual statements
  • Rental properties - Income & expenditure
  • Business Income & expenses
  • Assets/Shares - buy and sell statements
  • Foreign Income & pensions
  • Work related expenses
  • Motor vehicle log and receipts
  • Interest and fees on investment loans
  • Donations to charities
  • School building levies and library funds
  • Tax agent fees
  • Income protection insurance & Sickness and accident insurance
  • Private health insurance details
  • Amount of HELP debt outstanding
  • Spouse date of birth and income
  • Losses carried forward

Our services include:

Testimonials

“Annette has reliably provided accounting and  tax support for our small business for approximately the last 20 years.  She has consistently supplied us with up to date knowledge of tax reforms and requirements in a professional and conscientious  way.
Annette works very hard  to obtain the  best results for her clients,  and together with her friendly manner and  quiet integrity we are very confident in the advice she gives.
Ah what a treasure she is !!!"

Roger & Melodi Peters
Builders