The following income tax return checklist should be completed in conjunction with the preparation of tax reconciliation return work papers. The checklist provides a general list of major issues that should be addressed. (The checklist is not designed to be an exhaustive list of all issues that may warrant consideration.)

  • Step 1 : Obtain a copy of the Prior Year Return including all work papers and assessment notice.

  • Step 2 : Confirm that the front cover of Prior Year Return has not altered, including bank account details.

  • Step 3 : Complete the Checklist.

Instructions : Where relevant, double-click on the check boxes and select “Checked”
Section of the Income Tax Return
  • 1. Salary or wage

    Obtain and attach PAYG payment summaries and if applicable paid parental leave payments.

    1. Salary or wage Upload

    • file must be less than 1mb
    • Allowed file types: gif jpg jpeg png txt pdf doc docx xls xlsx xml.
    upload
  • 2. Allowances And Earnings

    Allowances, earnings, tips, director’s fees etc.

    2. Allowances And Earnings Upload

    • file must be less than 1mb
    • Allowed file types: gif jpg jpeg png txt pdf doc docx xls xlsx xml.
    upload
  • 3. Employer lump sum payments

    These payments are in respect of unused annual and long service leave paid out on termination of employment. Label A and B of the client’s PAYG payment summary should contain the relevant information. Also, obtain and attach a copy of a statement of termination from the client’s employer.

    3. Employer lump sum payments Upload

    • file must be less than 1mb
    • Allowed file types: gif jpg jpeg png txt pdf doc docx xls xlsx xml.
    upload