Client Forms
Personal Income Tax Checklist
Instructions
- Download the fillable PDF
- Enter your information
- Save the document to your device
- Email your saved document as an attachment along with any requested supporting information to Patrick Thatcher
FY2023 Personal Tax Checklist | |
File Size: | 471 kb |
File Type: | |
Personal Income Tax Checklist for FY2022 | |
File Size: | 469 kb |
File Type: | |
Business Year End Checklist
Instructions
- Download the fillable PDF
- Enter your information
- Save the document to your device
- Email your saved document as an attachment along with any requested supporting information to Patrick Thatcher
FY2023 Business Year End Checklist | |
File Size: | 260 kb |
File Type: | |
Business Year End Checklist for FY22 | |
File Size: | 260 kb |
File Type: | |
Rental Property Checklist
Instructions
- Download the fillable PDF
- Enter your information
- Save the document to your device
- Email your saved document as an attachment along with any requested supporting information to Patrick Thatcher
FY2023 Rental Property Checklist | |
File Size: | 271 kb |
File Type: | |
Rental Property Checklist for FY22 | |
File Size: | 271 kb |
File Type: | |
SMSF Tax Return Checklist
Instructions
- Download the fillable PDF
- Enter your information
- Save the document to your device
- Email your saved document as an attachment along with any requested supporting information to Patrick Thatcher
FY2023 SMSF Return Checklist | |
File Size: | 244 kb |
File Type: | |
SMSF Return Checklist for FY22 | |
File Size: | 243 kb |
File Type: | |
End of Year - Trust Resolution Minutes
Instructions
- Download the form in Word or PDF Format
- Print, complete and sign the document
- Scan the completed document and save to your device
- Email your saved document as an attachment to Patrick Thatcher
Trustee Resolution Minutes Template (Word) | |
File Size: | 35 kb |
File Type: | docx |
Trustee Resolution Minutes Template (PDF) | |
File Size: | 55 kb |
File Type: | |