2016 Tax Year

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

Welcome to the new Financial Year!

With this in mind, it is time to organise those end of year records so that we can complete your 2016 Income Tax 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 upload, post or 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 upload your tax information to our Secure Client Area which is located on our website www.wiseaccountants.com.au  by selecting ‘Client Login’ on the toolbar located at the top of the page.
  2. You can post it to us, or
  3. You can fax it to us on 08 8364 3256, or
  4. You can also email it to us at accountant@wiseaccountants.com.au 

If you dont have a Secure Client Portal Login, please contact our office so we can set you up and issue you with a Secure Client Portal Login.

The following checklists are detailed below for download:

All of our 2016 Checklists will also be posted on our website, under the Heading ‘Resource’ and ‘Income Tax Return Checklists’ should you require to download additional copies:


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 Telephone (08) 8364 3246 or by email at accountant@wiseaccountants.com.au