Jul 01, 2021
| 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 | ||||||||||