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Our tax preparation checklist


Pen and Paper — Accountant in Taree, NSW
WLP Accountants understand the stresses associated with tax season. Whether you are filing as an individual or business, you may want a way to know that you are following the correct protocol.

We want to ensure your tax return experience is as convenient as possible. When you file taxes early and correctly, you get the maximum refund, minimal stress and get to focus on other matters.

To assist with the process, we created a tax return checklist that should help you tick off all the tasks you must complete. Reading through our list will help you remember if you missed any personal or work-related expenses or tax-deductible items.

While our tax preparation checklist is thorough, there may be some new information that is missing. For the most comprehensive tax preparation, it is always best to have our chartered accountants in Taree and Forster run through your documents.

WLP Accountants Tax Checklist



  • Payment summaries
  • Lump sum & termination payment summaries
  • Government payment statements, if necessary
  • Interest income
  • Dividend statements
  • Annual tax statements for managed fund

Other Income:

  • Rental properties
  • Businesses
  • Foreign income
  • Capital gains
  • Employee share schemes


  • Motor vehicle
  • Travel
  • Workwear
  • Self-education
  • Union, registrations, memberships, subscriptions
  • Home office, seminars, conferences
  • Telephone, electronics, internet
  • Costs incurred while earning income
  • Charity donations
  • Income protection insurance

Offsets & Refunds:

  • Health insurance
  • IAS statements
  • Spouse details, such as taxable & exempt income
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