Checklists & Forms.

Checklists:

Individual Tax Return Checklist
Individual + Rental Property Tax Return Checklist
Business Tax Return Checklist
SMSF Tax Return & Audit Checklist
Audit Checklist
PAYG Withholding Variation Checklist
Making a Trustee Resolution
Capital Gains Checklist
Rental Capital Gains Checklist
Online New Client Form
Check to see if Director Identification Number (DIN) is applicable to you and how to apply

Important Dates:

ICON LEGEND

 PAYROLL  TAX  BOOKKEEPING

This is The A Firm’s guide to how we schedule our workflow and when we expect to do your work throughout the year where applicable for the services,
we provide to you.

 TAX RETURNS – all due by 15th May by a Tax Agent, if returning business client, please refer to your allocated month as per scheduled by your Accountant.

JULY

 Payroll with STP Due to ATO 14th July

 Payroll Due to ATO – Due 14th August

 BAS Q4 Period April To June – Tax Agent Due Date 28th August

 TPAR – Due 28th August

AUGUST TO DECEMBER

 BAS Q1 Period July To September – Tax Agent Due Date 28th November

JANUARY TO MARCH

 BAS Q2 Period October To December – Tax Agent Due Date 28th February

 Tax Planning

APRIL TO JUNE

 BAS Q3 Period January To March – Tax Agent Due Date 28th May

 Tax & Estate Planning

 ITWV

 Trustee Resolutions

ATO LODGEMENTS Your ATO Deadline Our ATO Deadline
 Tax Return 31st October 15th May
 BAS Q1 28th October 28th November
 BAS Q2 28th January 28th February
 BAS Q3 28th April 28th May
 BAS Q4 28th July 28th August

For more ATO lodgement dates for your own lodgements, visit https://www.ato.gov.au/tax-professionals/prepare-and-lodge/due-dates/