Tax Time Checklists - Super Funds; Individuals; and Company, Trust, Partnership

Working from home because of COVID-19 means most will have more deductions than in a normal year. These checklists will help your tax agent ensure you don't miss any deductions. Simply print, complete and return.

   

Please click on the following links to access the checklists most appropriate to your needs.

 

Superannuation Funds

Individuals

Company Trust Partnership

 

Kingston Financial Planning Pty Ltd (ABN 34 119 387 012) is an authorised representative of Charter Financial
Planning Ltd ABN 35 002 976 294, Australian Financial Services Licence and Australian Credit Licence No. 234665

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General Advice Warning: This website contains information that is general in nature. It does not take into account the objectives,
financial situation or needs of any particular person. You need to consider your financial situation and needs before making any
decisions based on this information.