Get your tax to us in July and it will be ready for lodgement within 2 weeks!

The end of the financial year is once again upon us!

With that in mind, it is time to organise those end of year records so that we can complete your 2015 Taxation Return.

Please find attached the Individual checklists to help you prepare for year-end and gathering the required information.  We do not need your receipts, but you do need to keep them in case of an audit by the ATO.  Please bring this checklist with you when you come to see us, or post/email in with your information. Your copy of last year’s tax return will also prove a useful source in compiling your information.

There may be several questions that don’t apply to you, so simply indicate this with a tick in the “No” column. If you are unsure place a tick in the “?” column, otherwise fill in the checklist to the best of your ability and don’t forget to sign it. If you need any assistance, please call any one of our team who will be glad to help.

4 ways to send us your information:

Sometimes it is hard to take time out to come into our office so we have 4 alternative ways you can provide your completed checklist and tax information to us:

  1. You can post it to us, or
  2. You can fax it to us on 08 8364 3256, or
  3. You can email it to us at
  4. You can upload your tax information to our Secure Client Area on our website

If you don’t have a Secure Client Portal Login, please contact our office so we can set you up and issue you with a Secure Login and Password.

The following checklists are detailed below for download:

All of our 2015 Check Lists will also be posted on our website should you need to download a copy.

Thank you for taking the time to complete the checklist(s), we look forward to working with you.

If you have any queries, please contact the Team at Wise Accountants on (08) 8364 3246 or by email