What you need for a speedy tax return

Unlike individual tax returns, information required for trust tax returns is dependent on the client’s situation. Here is a basic list to get started.

  • Trust deed
  • Trust ABN
  • Trust TFN
  • Prior year financials
  • Prior year tax return
  • Bookkeeping file (client’s summary, Xero, MYOB, Quickbook), or
  • Bank statement (not required if client is using accounting software)

Also see checklists for individuals, businesses and trusts.

Let us help you maximise your tax refund

We have six chartered accountants ready to deliver tax benefits to you. Book an appointment for your tax return and put strategies in place to get your money working for you sooner.