At Investax we’ve developed information gathering checklists to assist our clients getting their taxation affairs ready to submit to their Client Manager.

In view of providing timely and quality tax accounting service to our clients, we have created PDF forms that you can edit and save to  help fast-track the turnaround time of processing tax returns. Please note, as part of our effort to help the environment, and go ‘paperless’, we will be phasing out the print ready PDF versions.

Tax e-Checklists (PDF)
Download and Print Forms and send completed forms via post or e-mail.
2022-2023
Individual
Download
2022-2023
Company/Trust/Partnership
Download
2022-2023
Self-Managed Superannuation Fund
Download
2022-2023
ISC – Client Form
Download
Land Tax Threshold for Every State
Download and Print Forms and send completed forms via post or e-mail.
Land-Tax-Threshold-2023
2023
Individual and Trust
Download
Land-Tax-Threshold-2024
2024
Individual and Trust
Download
Older Tax e-Checklists (PDF)
Download and Print Forms and send completed forms via post or e-mail.

2021 -2022

For Tax Year beginning 1st July 2021 and ending 30th June 2022.

2020-2021

For Tax Year beginning 1st July 2020 and ending 30th June 2021.

2019-2020

For Tax Year beginning 1st July 2019 and ending 30th June 2020.

2018-2019

For Tax Year beginning 1st July 2018 and ending 30th June 2019.

2017-2018

For Tax Year beginning 1st July 2017 and ending 30th June 2018.

2016-2017

For Tax Year beginning 1st July 2016 and ending 30th June 2017.

For new clients, please contact us here. and we will organise on your behalf a meeting with a dedicated Client Manager.