Tax Time Checklists - Super Funds; Individuals; and Company, Trust, Partnership

 

Working from home because of COVID-19 means most will have more deductions than in a normal year.  These checklists will help your tax agent ensure you don't miss any deductions.  Simply print, complete and return.

 

   

Please click on the following links to access the checklists most appropriate to your needs.

 

Superannuation Funds

Individuals

Company Trust Partnership

 

 

Create Financial Planning ABN 92 115 963 445, trading as IT Financial Services, is an Authorised Representative of Consultum Financial Advisers Pty Ltd, ABN 65 006 373 995, Australian Financial Services Licensee Number 230323 (“Consultum”) of Level 1, 800 Bourke Street, Docklands VIC 3008.