Click on the checklist that applies to you below to find out what you need to have ready pre-tax lodgment.

INDIVIDUAL TAX RETURN CHECKLIST

BUSINESS RETURN CHECKLIST

While it can be tempting to put off completing your tax return, the sooner you know what your tax liability is, the better you can budget to pay and lodge at a time that best suits your business and you.

The beginning of the new financial year marks an important time for an individual or small business, as you complete your bookkeeping, tax returns and plan for the new financial year. Ensuring that your tax returns are submitted is the first step in each financial year to help you get yourself and your business organised, remain compliant and formulate your strategic tax plan for the year ahead.

View some of our tax time tips here to find out little things you can do to save you more come lodgment time.

Fortuna Advisory Group stays with you for life. View our value proposition in the short video below.