Tax Checklists
Tax Checklists
At Chan & Naylor, we’ve developed information gathering checklists to assist our clients getting their taxation affairs ready to submit to their Client Manager. We no longer use on our online portal
How to use our Checklists:
- Click on the eChecklist link that is relevant to the type of entity and financial year your tax return is due.
- Complete the form and submit your attachments via email to your client manager or email us: info@chan-naylor.com.au
For non-Chan & Naylor clients, we invite you to discuss your taxation and accounting requirements by inquiring here.
Tax e-Checklists (PDF)
Download and Print Forms and send completed forms via post or e-mail.
2023-2024
For Tax Year beginning 1st July 2023 and ending 30th June 2024.
- Individual (2023-2024): Fillable PDF or Online Form
- Company/Trust/Partnership (2023-2024)
- Self-Managed Superannuation Fund (2023-2024)
2022-2023
For Tax Year beginning 1st July 2022 and ending 30th June 2023.
- Individual (2022-2023): Fillable PDF or Online Form
- Company/Trust/Partnership (2022-2023)
- Self-Managed Superannuation Fund (2022-2023)
2021-2022
For Tax Year beginning 1st July 2021 and ending 30th June 2022.
- Individual (2021-2022): Fillable PDF or Online Form
- Company/Trust/Partnership (2021-2022)
- Self-Managed Superannuation Fund (2021-2022)
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.