Annual Business Accounts & Tax Checklist

Business Name* This field is required.

e.g. "ABDC Pty Ltd" and/or "trading as CDBA Consultants"

Contact Name* This field is required.

First Name

Last Name

Positione.g. company director, sole trader, CFO

Mobile Phone* This field is required.

Area Code

Phone Number

Email* This field is required.

example@example.com

Is this the first period of accounts or tax return Chromatic will be preparing for you?* This field is required.

Yes, I am new

No, I am an existing client

No, but some of my details have changed

Please make sure you have provided required New Client Information and arranged for Proof of Identity.

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Which period's accounts and tax are we assisting with?* This field is required.If you have catching up to do, feel free to submit this form more than once.

Year ended 30 June 2024

Year Ended 30 June 2023

Another Accounting Period

Unsure

Please provide comments on the accounts period required;e.g. your organisation has a 31 December or other year-end, or you are unsure when the first lodgement is needed for your new business

Main Business Address* This field is required.Physical location

Street Address

Suburb

State

Post Code

Country

Tax File Number (TFN)If you do not wish to submit your tax file number via this secure form, we respect your caution - please ensure you have provided the TFN via phone, videocall or in person so we may connect with the business's ATO records before starting any work.

Australian Business Number (ABN)* This field is required.

Industry:* This field is required.The better we understand what you do, the better we can assist!

Australian Residency (for tax purposes)

Yes

Unsure

Bank Account for Tax Refund (if any)

How do you currently manage your accounts?* This field is required.

If 'Other', please describe:

Are you required to lodge BASs or IASs ("Activity Statements")?* This field is required.

Yes - Chromatic will assist

Yes - we do this ourselves

Unsure

Which of the following apply to your business?

Bank Accounts

Business Credit Cards

Loans or Finance (Borrowings)

Motor Vehicles - business-owned

Travel Expenses / Sole Trader Vehicle use

Fixed Assets or Equipment

Land and Buildings

Investments / Income (shares, managed funds, etc)

Employee Wages, Salaries

Sales on Credit (unpaid invoices)

Purchases on Credit (bills yet to pay)

Inventory or Stock on Hand

Primary Production or Livestock

Cryptocurrency activity

Other

You may wish to complete our Rental Property Checklist (click here) for each property your business owns or co-owns.

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Did you receive any capital gains e.g. from sale of shares, investments, equipment or property?* This field is required.

Yes

Statements and Supporting DocumentsPlease attach documentation for your stocktaking, dividend income, crypto portfolio, etc, as applicable.

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

Does your business own and provide you a car, OR you drive your own car working in your business? E.G. to suppliers, site visits, meetings, etc. Note trips from home to your usual workplace are generally not deductible, so if you have a separate office address this should be excluded.

Yes - car registered to business

Yes - personally owned car used for business

Car Details

Car Make

Car Model

Car Registration

Driver's Name

Driver Name

Please attach more pages or email through the details if you had more than one vehicle or otherwise require more space.

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

You may wish to summarise your work trips by using the following columns: Destination, Purpose, Frequency, Distance

Did you make additional superannuation contributions for yourself or employees?Over and above the minimum Superannuation Guarantee or EBA percentage of earnings.

Yes

Communications DeductionsFor small businesses where these costs are paid by the owner personally.

File UploadUpload personally paid communications bills, and/or superannuation records.

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Select files to upload

Max. file size: 10.6MB

Any other items not listed above

Please specify

Comments or Questions

I declare that:

1. I am authorised to act on behalf of the above detailled business.

2. I have instructed you to prepare the special purpose financial statements and income tax return for the financial year specified.

2. I have disclosed all of the income including net capital gains, and all of the assets and liabilities in relation to the business for the financial year specified.

3. All income declared, claims for deductions and tax offsets/rebates provided for inclusion in the return are based on my specific instructions and advice that I satisfy the relevant taxation requirements.

4. I have all receipts or documentation necessary to substantiate the above claims and I will make them available if required by the Australian Taxation Office.

5. I understand that Chromatic Accounting & Tax may contact me for further documents or clarification in order to ensure the highest possible accuracy in the work being prepared.

Signature

Annual Business Accounts & Tax Checklist