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

 

These links have been provided with permission for information purposes only and will take you to external websites, which are not connected to Myrtle Ridge Financial Services or Charter Financial Planning in any way. Note: Myrtle Ridge Financial Services and Charter Financial Planning does not endorse and is not responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

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