Jun 21, 2024
YOUR BUSINESS TAX RETURN CHECKLIST | |||||||||||
□ | Full general ledger transactions from software package, for example, | ||||||||||
MYOB, Quickbooks, XERO or - Access via Cloud, USB or email | |||||||||||
(Please also provide version and password) | |||||||||||
□ | Spreadsheets of business income and expenses via paper, USB or email | ||||||||||
□ | Bank Statements | ||||||||||
□ | Loan Statements | ||||||||||
□ | Invoices for purchase of Assets, such as motor vehicles, farm equipment etc. | ||||||||||
□ | Receivables list | ||||||||||
□ | Payable list | ||||||||||
□ | Motor Vehicle log book | ||||||||||
□ | Payroll reports - PAYG payment summaries issued to employees | ||||||||||
□ | Return to Work SA reconciliation | ||||||||||
□ | Payroll tax reconciliation |