Be prepared: Your individual tax return checklist

Be prepared: Your individual tax return checklist

Eager to complete your tax return but need some help knowing what to prepare? Our checklist is the answer you’ve been looking for.

Be prepared: Your individual tax return checklist 

By now, most – if not all – of your relevant information, such as employment income and insurance figures, will have been pre-loaded into MyGov. Before you head straight to meet your accountant, there are a few things you need to get organised first so we have prepared a checklist to make the process even easier for you. 

Download checklist 

Why a Carbon accountant? 

Navigating the complicated process of tax returns can be daunting, but our team of qualified tax accountants are here to work with you for a stress free tax time. We’ll help to maximise your tax return by ensuring all your expenses are claimed and most importantly, ensure nothing is wrongfully claimed, protecting you from ATO audits. 

Next steps 

Get in touch and book your appointment quickly as slots are filling fast. Our accountants are ready to prepare your tax return in-person or online. Once your appointment is secured, work through the checklist to ensure you’ve got everything you need. 

Click here to find out more, or to contact us today about lodging your tax return. 


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