Client Forms
Forms & checklists
Get ready for your appointment. Download the forms you need, fill them in and bring or email them to us.
Client Forms
Forms & Checklists
Download, complete and bring these to your appointment — or email them to us beforehand.
- New Client Information Form Your personal or business details so we can set up your file and link you to our tax agent list. Request by email
- Individual Tax Return Checklist Income, deductions and documents to gather before your individual tax appointment. Request by email
- Rental Property Schedule Record rental income and expenses for each investment property. Request by email
- Company Registration Form Director, shareholder and address details we need to register your company with ASIC. Request by email
- SMSF Annual Return Checklist Bank statements, investment reports and contribution details for your fund's annual return and audit. Request by email
Not sure which form you need?
Call us or book a free appointment and we will tell you exactly what to bring.