• TAKE CONTROL OF YOUR BUSINESS

  • Welcome to Carbon Accountants Tax Planning Checklist.

    Please wait a few moments for the checklist to load and the ‘back’ button to disappear.

    Please make sure you have all of your documentation ready to upload as you can not save as you go along:

    • Datafile reconciled (if applicable).
    • Bank / Loan Statements (if applicable).  

    Thank you

    Carbon Accountants Team

  • Tax Planning Checklist

    DATA COLLECTION (As at reconciliation date)

  • Please supply the following information:

  •   Details
    Full Name
    Email Address
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  • 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.

  • Choose File(s)
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  • We can use historical figures to estimate what is likely to happen in your business for the coming months to 30 June 2014. 

  • 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.

  •   Current Value Current Loan Managed (yes/no) Year Purchased
    Main House
    Rental Property 1
    Rental Property 2
    Rental Property 3
    Rental Property 4
    Rental Property 5
    Shares Held 1
    Shares Held 2
    Shares Held 3
    Shares Held 4
    Shares Held 5
    Superannuation
    Business Commercial Property 1
    Business Commercial Property 2

  • Thank you for taking the time to complete this form

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