Tax e-Checklists

Tax e-Checklists

To ensure we provide you with timely and accurate tax and accounting services tailored to your needs, we kindly ask you to complete our checklist.

Our checklist allows us to gather specific details about your financial affairs to assist in providing timely and accurate tax and accounting services.  We have created a secure portal for you to submit your Tax eChecklist.

Financially Sorted clients can use our Online Tax eChecklists facility, or alternatively download and print the PDF version to submit your information.

If you are not a current client of Financially Sorted, we invite you to discuss your taxation and accounting requirements by contacting our office – enquire here.

Tax e-Checklists (Online Only)

Submit all your tax preparation information online using our eChecklist facility. 

 

To avoid any delay in the processing of your tax return, use the provided tax checklist to provide us with details and source documents relevant to the financial year.

 

Tax Checklists (PDF)

Download and Print Forms and send completed forms via post or e-mail to info@financiallysorted.com.au or postage to PO Box 5125, Pinewood VIC 3149.

To avoid any delay in the processing of your tax return, use the provided tax checklist to provide us with details and source documents relevant to the financial year.

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