If this is your first tax appointment, or you are helping a partner or adult child get organised for their tax appointment, this downloadable checklist is worth its weight in gold! It will save you time and allow your tax agent to have all the information they need to understand your specific circumstances and prepare your tax return accordingly.

However don’t worry if you don’t have all of the listed items – your friendly accountant at Taxation and Business Consultants will let you know if further information is required which can often provided in a telephone call or by email.

What to bring to your tax appointment info sheet 6-4-2018

 

Got questions?  We’re happy to help – drop in, call, email or book an appointment online here