Preparation and lodgement of Income Tax Returns and Financial Statements take some form of urgency with the conclusion of the Financial Year.

To help assist you with gathering the necessary documents and information, we have created a tailored checklist for your convenience. They are free and easy to download.

FREE Download: Strategic Tax Checklist (Income Tax Return)


We recommend that these checklists are used as a guide to gather all appropriate documents.

Tax Warning – the ATO is somewhat buoyed by its recent success in the value of audit adjustments and enforcement of default assessments. This success has, unfortunately, spurred increased audit activity.


If you need help with the preparation and lodgement of your Financial Statement and Income Tax Returns, contact us today! We have highly qualified accountants who can help, not just make the process easy but also save you some taxes.



General Advice Warning

The material on this page and on this website has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained on this page and on this website is General Advice and does not take into account any person’s particular investment objectives, financial situation and particular needs.

Before making an investment decision based on this advice you should consider, with or without the assistance of a securities adviser, whether it is appropriate to your particular investment needs, objectives and financial circumstances. In addition, the examples provided on this page and on this website are for illustrative purposes only.

Although every effort has been made to verify the accuracy of the information contained on this page and on this website, Chan & Naylor, its officers, representatives, employees, and agents disclaim all liability [except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this website or any loss or damage suffered by any person directly or indirectly through relying on this information.