Tax Checklists

TaxBalance offers a personalised service so that you are not just dealing with a computer system to do your tax for you.
We can advise you on what you can claim on your tax return to maximise your refund and we can provide you with information and fact sheets so that you are records are appropriate for tax returns into the future.
Our service includes assistance with any ATO enquiries and we can email you a copy of your tax return so that you always have access to your tax records - this is very handy when you are applying for finance.
Your tax refund can be placed in your bank account so that you don't have to wait for the cheque to clear.
If you have tax returns that are late or outstanding BAS we can help you -  we will contact and talk to the ATO on your behalf - simply contact our office today.
What you might need to bring with you for your tax return to be prepared:
  • Payment Summaries
  • Interest earned
  • Dividend Statements
  • Receipts for courses
  • Receipts for tools, computers, work related clothing and other expenses
  • A copy of your last tax return
  • Private Health Insurance statements 
  • Rental property details
  • Details of your partners income
What you might need to bring with you for your BAS to be prepared:
  • Bank statements
  • Copies of invoices to clients
  • Copies of invoices from clients
  • Fuel dockets showing litres purchased
  • Livestock sales and purchase accounts
  • Insurance invoice papers showing GST amounts
  • Motor Vehicle registration papers