Access our helpful tax return and BAS checklists to understand what information you need to prepare before meeting with RefundPro.
Whether you are an individual, sole trader, company, trust, partnership, or SMSF trustee, our resources help you organise your records and make the preparation process smoother and more efficient.
Get organised today and let RefundPro help you stay compliant and prepared.
Preparing your documents before meeting with RefundPro helps make the tax preparation process smoother, faster, and more accurate.
Use the checklist below that applies to your circumstances and have the relevant information ready. These checklists are a general guide only, and additional information may be required depending on your personal or business situation.
Important: Every client's circumstances are different. Apart from the items listed below, please have any other information, records, or documents available that may be relevant to the preparation of your particular tax return, BAS, or financial statements.
If you are unsure whether something is required, provide it to us and our team will review it for you.
☐ Tax File Number (TFN)
☐ Contact details and address
☐ Bank account details for your tax refund
☐ Medicare information
☐ Private health insurance statement (if applicable)
☐ Details of any changes to your personal circumstances
☐ PAYG Income Statement from employers
☐ Interest income statements from banks
☐ Dividend statements
☐ Managed fund or investment income statements
☐ Rental property income information
☐ Foreign income details
☐ Cryptocurrency transaction records
☐ Capital gains information (shares, property, or other assets sold)
☐ Motor vehicle expenses and logbook (if applicable)
☐ Work-from-home expenses
☐ Mobile phone and internet expenses
☐ Tools, equipment, and work-related purchases
☐ Uniforms and protective clothing expenses
☐ Professional memberships and subscriptions
☐ Self-education expenses
☐ Income protection insurance
☐ Tax agent fees from previous years
☐ Donations and charitable contributions
☐ Investment property documents
☐ Shares and investment records
☐ Family trust distribution statements
☐ HECS/HELP information
☐ Any other information relevant to your tax return
Sole traders are taxed as individuals, so this information is required in addition to the Individual Tax Return Checklist. Please ensure you also refer to the Individual Tax Return Checklist, as both personal and business information will be needed to prepare your complete tax return.
☐ Sales reports
☐ Invoices issued
☐ Cash income records
☐ Online marketplace income records
☐ Business bank statements
☐ Supplier invoices
☐ Purchases and stock records
☐ Vehicle expenses
☐ Rent and utilities
☐ Insurance expenses
☐ Advertising and marketing expenses
☐ Software and subscriptions
☐ Equipment purchases
☐ Repairs and maintenance
☐ Accounting and professional fees
☐ GST collected from customers
☐ GST paid on purchases
☐ Payroll records (if applicable)
☐ PAYG withholding information
☐ Business activity statements from previous periods
☐ Any other information relevant to your BAS preparation
☐ Company details
☐ ABN and TFN information
☐ Company constitution or changes (if applicable)
☐ Director details and changes
☐ Business bank statements
☐ Financial reports
☐ Income records
☐ Expense records
☐ Asset purchase details
☐ Loan statements
☐ Finance agreements
☐ Debtor and creditor information
☐ Payroll reports
☐ PAYG withholding records
☐ Superannuation payment records
☐ Employee information
☐ Director loan account information
☐ Dividends paid
☐ Shareholder information
☐ Depreciation schedules
☐ BAS reports
☐ Any other information relevant to the preparation of your company tax return
☐ Partnership agreement
☐ Partner details
☐ Partnership income information
☐ Partnership expense records
☐ Bank statements
☐ Investment income statements
☐ Rental property information
☐ Asset purchase and sale details
☐ Loan statements
☐ Business income and expense records
☐ Any other information relevant to your partnership tax return
☐ Trust deed and any amendments
☐ Trustee details
☐ Beneficiary details
☐ Trust distribution information
☐ Trustee resolutions
☐ Bank statements
☐ Investment income statements
☐ Rental property information
☐ Asset purchase and sale details
☐ Loan statements
☐ Business income and expense records
☐ Any other information relevant to your trust tax return
☐ SMSF name and details
☐ ABN and TFN information
☐ Trustee details
☐ Member details
☐ Details of any changes to trustees or members during the year
☐ SMSF bank statements
☐ Term deposit statements
☐ Share portfolio reports
☐ Dividend statements
☐ Managed fund and ETF statements
☐ Investment income information
☐ Investment valuations as at 30 June
☐ Rental income statements
☐ Property management reports
☐ Loan statements
☐ Council rates
☐ Insurance expenses
☐ Repairs and maintenance expenses
☐ Property purchase or sale documents
☐ Employer contributions
☐ Personal contributions
☐ Rollovers into or out of the fund
☐ Pension commencement information
☐ Pension payment records
☐ Actuarial certificate (if required)
☐ Accounting fees
☐ Audit fees
☐ ASIC fees (for corporate trustees)
☐ Investment management fees
☐ Insurance premiums
☐ Trust deed updates
☐ Investment strategy
☐ Trustee minutes
☐ Related party transaction information
☐ Previous year's financial statements and SMSF annual return
Not sure if you have everything ready?
Don't worry. Provide us with the information you have available, and the RefundPro team will review your documents and advise if anything further is required.
Our goal is to make your tax and compliance obligations simple, accurate, and stress-free.
Contact RefundPro today to book your appointment or securely provide your documents.
Please reach us at info@refundpro.com.au if you cannot find an answer to your question.
The documents required depend on your circumstances. Generally, you should have income statements, investment information, deduction records, and any other information relevant to your tax affairs. Please refer to our tax checklist above or contact RefundPro if you need assistance.
No. The checklist is a general guide only. Your requirements will depend on your personal, business, investment, or SMSF circumstances. Please provide any information you believe may be relevant, and our team will review it.
Preparing your documents early helps avoid delays and allows your accountant more time to review your information and identify any additional requirements.
Don't worry. Provide the documents you have available, and RefundPro will advise what additional information may be required.
Yes. RefundPro can assist with BAS preparation, GST reporting, bookkeeping, and other compliance requirements for eligible businesses.
SMSF requirements vary depending on the fund's investments and activities. Generally, you may need bank statements, investment statements, contribution records, pension information, expenses, and compliance documents.
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