2011 Tax Checklists

This is a friendly reminder to let you know that it is now time to have your tax returns for both yourself and your related entities prepared for lodgement.  As existing clients, most income tax returns are due mid May 2012.  Please contact your Client Manager for the particular due dates for you and your related entities if you require. 

For new clients, if this is your first year with Chan & Naylor for tax preparation, we suggest you send your work in as soon as possible to enable us to register you on our engagement list and to also identify you as a client of Chan & Naylor with the Australian Tax Office. 

Our busy period is from March to May, where the turnaround times can often be longer than normal.  We would thus encourage you to prepare and send in your information as soon as possible. 

To assist you in gathering all the necessary documentation, please see below the checklists that you can click on to download.These checklists can assist you with getting your taxation affairs ready to submit :

* Individual Tax Return Checklist

* Company Tax Return Checklist

* Trust & Partnership Tax Return Checklist

* SMSF Tax Return Checklist

As many people are busy and find it difficult to take time out to come into our office, you can either send your documents back to us via post, fax or email. Upon receipt of your documents we shall forward to you a confirmation letter advising you of the approximate turnaround time. The information which you provide will be checked and if we need further clarification your Client Manager will contact you. 

We would like to take this opportunity to thank you for your loyalty and support over the years and look forward to receiving your information in due course.

For new clients, please contact Head Office to organise to meet with an Accountant from your preferred office. Or you can contact your preferred office directly. Please click here for office locations. 

1300 250 122 or email info@chan-naylor.com.au