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Tax Checklist & Resources

Download our tax checklists and FBT factsheets to stay informed and prepared year-round.

EOFY QUESTIONNAIRE

SMSF Year End Questionnaire

Crypto Tax – EOFY Tax Report

FBT QUESTIONNAIRE

FBT Client Questionnaire

FBT Odometer Reading Schedule

FBT Entertainment Schedule

FBT Motor Vehicle Schedule

FBT Expense Benefits Schedule

FBT Factsheet

FBT Why Should You Lodge An FBT Return Factsheet

FBT What Is A Car Fringe Benefit Factsheet

FBT Electric Vehicles FBT Benefits

FBT How the ATO Identifies Potential Audits Factsheet

FBT Employee Business Cars Factsheet

FBT Meal Entertainment Factsheet

FBT Minor and Infrequent Benefits Factsheet

FBT Using An Associate Lease Factsheet

FBT Workhorse Vehicles Factsheet

Individual

Individual ITR Information

Property Rental Questionnaire

Business

Business Group YE Questionnaire

Annual Meeting Agenda

Logbook

Template – Motor Vehicle Logbook

Tax Checklists by Year

2024 Tax Checklist

2023 Tax Checklist

2022 Tax Checklist

2021 Tax Checklist

2020 Tax Checklist

2019 Tax Checklist

2018 Tax Checklist

2017 Tax Checklist

2016 Tax Checklist

2015 Tax Checklist