To assist us in the preparation of your 2025 Income Tax Return(s) we have prepared a brief checklist detailing the information we require. Please complete the checklist and return it to us, together with all the relevant documents and details requested. The checklist can be found here.

In an endeavour to complete your tax return(s) efficiently and to meet the lodgement deadlines, we ask that you forward your information to us as soon as possible. Before you do, please check it against last year’s return(s) for completeness. We also request that you attend to any queries raised by us during the preparation of the return(s) as quickly as possible.

The ATO is continuing its policy of conducting random tax audits to ensure compliance, and will impose penalties for errors and omissions in returns lodged. We remind you that the onus is on you, as the taxpayer, to ensure a detailed and accurate disclosure of income and expenses is made at all times. We strongly suggest that claims for rental property expenses and work related expenses be supported by the appropriate documentary evidence before you forward your information to us for the preparation of your return(s).

We have also prepared a summary of key issues to consider; the summary can be found here.

We would also like to bring to your attention our revised Engagement terms and Privacy Policy.

Should you have any doubts as to the assessability or deductibility of an item please provide us with the full details or contact this office and we will be pleased to assist you.

List of items to review:

  1. 2025 individual checklist
  2. 2025 Issues to consider
  3. Engagement terms and Privacy Policy.