Tax Return Checklist Example
Example document for Tax Return Checklist. Use this as a reference when creating your own.
Professional Review Recommended
This document may have legal or financial implications. We recommend having a qualified professional review the final version before use.
Document: Tax Return Checklist
Example Document
Last updated 7/30/2026
Tax Return Checklist for 2024
Business Details
- Business Name: Smith Electrical Services
- ABN: 12 345 678 901
- Business Structure: Sole Trader
- Tax Agent: Jones & Partners Accounting
- Lodgement Deadline: 15 May 2024
1. Income Records
- Bank statements for all business accounts (1 July 2023 to 30 June 2024)
- Merchant facility summaries (Tyro and Square)
- Invoices issued to clients (Exported from Xero)
- Cash receipt records (Job book 1-5)
2. Expense Records
- Purchase invoices from suppliers (Total Electrical, Dick Smith Trade)
- Receipts for small cash purchases (Bunnings, Mitre 10)
- Credit card statements (CommBank Business card)
- Staff wages and superannuation records (Myob records)
- Rent and lease payments (Van lease and shed rent)
- Utility bills (Telstra bill, Origin energy)
- Insurance premiums (QBE Public Liability)
3. Bank Reconciliation
- Bank reconciliation report as at 30 June (Xero report)
- List of unpresented cheques (None)
- List of outstanding deposits (Deposit dated 1 July)
4. Stock and Assets
- Stocktake report as at 30 June (Cable and consumables)
- List of assets purchased during the year (New cordless drill kit $1200)
- List of assets sold during the year (Old van sold in Feb)
- Motor vehicle logbook (Current for 2024 period)
5. Payroll and Super
- Final STP declaration for the financial year
- Superannuation contribution clearing account (All cleared)
- Records of Superannuation Guarantee payments (29 April 2024 paid)
6. GST and BAS
- Final Business Activity Statement (BAS) for Q4 (Lodged 28 July)
- GST reconciliation worksheet (Completed by accountant)
7. Specific Schedules
- Taxable Payments Annual Report (TPAR) data (Contractors list)
8. Year End Adjustments
- Prepayments review (Annual insurance premium)
- Accrued expenses (June electricity bill)
Declaration
I confirm that I have gathered all the above documents to the best of my knowledge.
Signed: John Smith Date: 01/04/2024
Notes
This example shows a completed checklist for an electrical contractor (Sole Trader). Note the inclusion of the TPAR schedule, which is required for building trades. The logbook is marked as current, which is essential for maximizing vehicle deductions. The reconciliation section confirms the bank accounts match the accounting software, ensuring the tax return data is accurate.
About this Example
Part of the Tax Return Checklist document collection
Document Type
Tax Return Checklist
A structured list of documents and information required to prepare and lodge an accurate business income tax return with the Australian Taxation Office.