Brilliant Money Solutions | Tax Agent | Accountants | Business Advisors
Brilliant Money Solutions | Tax Agent | Accountants | Business Advisors
Brilliant Money Solutions | Tax Agent | Accountants | Business Advisors

Business Checklist



Information required to complete Tax Returns for your business.


Copy of Previous Years financials

Copies of previous years tax returns.

Cash Books

If use bookkeeping program :
* Profit and Loss for financial year
* Balance Sheet as at year end
* General Ledger (detailed) by account type {this report can be very long so email instead}

Bank Statements

Credit card Statements

Loan Statements

New Loan Agreements including Chattel Mortgage and Leases

Copies of BAS statements lodged

Copies of PAYG summaries given to employees

Tax invoices for major purchases of equipment and motor vehicles

Log Books for motor vehicles

Diary information for travel incurred for business

Details of Superannuation contributions for employees and business owners

Stocktake details as at 30th June

Debtors listing as at 30th June

Creditors listing as at 30th June

Details of other income eg interest, dividends and rent.

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