Checklists

To save you time and money, these checklists assist you to collect and prepare the records required to complete your work.

Click on the links to download and please print, fill out what you can then send with the supporting documents requested via email, fax or post.
If you have any queries, please don't hesitate to contact us.

2020 Individual Tax Return - Questionnaire
Company Tax Return - Checklist
SMSF Income Tax Return - Checklist
Real Estate Trust Account Audit - Checklist

Mail: PO Box 725 Five Dock NSW 2046

Phone: (02) 9370 0400

Fax: (02) 9370 0444

Email: simeonico@simeoni.com.au

Tax Accountants Sydney
Real Estate Accountants & Auditors
Business Accountants
Financial Planners
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Checklists