22-05 Tax Planning Checklist

Tax Planning Checklist

DATA COLLECTION (As at reconciliation date)
Please supply the following information:
Name *
Email *
Which office are you a client of? *
Please select one
1. Please advise what date your data file has been reconciled to:

Day Month Year
Date
If applicable, please provide a copy of your data file:

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2. A copy of your most current bank statement(s) or simple on-line banking printout confirming this reconciliation

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3. Did you buy or sell any NEW ASSETS & EQUIPMENT during the year?

Yes No
Please provide invoices / receipts for these purchases & sales

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If these assets were financed, please provide copies of the Chattel Mortgage documents as well as the invoice.

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4. Did you buy or sell any INVESTMENTS throughout the year (e.g. shares, property etc.)?

Yes No
Investments BOUGHT during the year: Please include copies of contracts and settlement statements

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Investments SOLD during the year: Please include copies of contracts and settlement statements

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5. Have you made any additional super contributions (or do you plan to) prior to 30 June?

Yes No
If yes, please upload details of you super contributions:

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Or please advise how much:

FORECASTING DATA

(Estimated "yet to come")
You have provided us with “known data” by providing us with your latest datafile. So now, we need to estimate the remainder of the financial year to 30 June. We have a couple of ways to do this.
Forecasting Options *

Option 1: Use your budgets / Forecasts for your business Option 2: We can estimate using a previous period from your business
Please upload any budgets you may already have

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Do you use Xero for your budget?

Yes No
We can use historical figures to estimate what is likely to happen in your business for the coming months to 30 June 2022.
Please confirm which option below would best reflect the coming months for your business *

Option 1: The same income & expenses as this time last year. If things have gone up or down slightly from this please note on the “optional adjustment below. (i.e. April to June 2021 Profit with a 5% increase) Note: Appropriate where your business income is consistent. Option 2: The same income & expenses as the last three months. Again, please note any increase or decrease from this below.(i.e the last 3 months is a good reflection of how things will go until June 2022) Note: Appropriate where your business has grown.
Optional Adjustment: increase/decrease my selection above by the following percentage

ASSETS / LIABILITIES
To enable appropriate advice to be delivered, please provide us with a very quick overview of your current financial position.

Please estimate these as best as possible so any strategies we discuss are in line with your current financial position.
Do you own your main house?

Yes No
Add your main house details here *
Do you have any rental properties?

Yes No
Add your rental property details here *
Do you hold any shares?

Yes No
Add your shares held details here *
Add your superannuation details here *
Do you have any other assets? (e.g. Cryptocurrency)

Yes No
Add your other asset details here *
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Carbon's Tax Planning Checklist