The year is closed, so the work now is gathering. Find the group you belong to, work through the checklist, and send it across in one go. A return with everything attached is usually done in days rather than weeks, and it is the single biggest thing you can do to speed yours up.
Start with what you can claim, then gather the records that support it. The work from home rules changed, so that one is worth reading even if you claimed last year.
Rental schedules are where the ATO finds the most errors, so this one is worth reading before you send anything rather than after.
One list covers a sole trader and a multi-entity group, because the difference is how much of it applies rather than what we ask for. If you are claiming R&D, the second one matters more than people expect.
The fund is audited before it is lodged, so this list covers what the auditor asks for as well as what we need.
Planning rather than lodging? The things worth doing before 30 June are gathered on their own page, and they are a different job from this one.
A return that arrives complete is usually turned around in days. One that arrives in pieces waits for the next missing thing, every time. If you are not sure whether something belongs on the list, send it anyway and we will tell you.
Once a month we send our latest thinking on tax, business, and the moments that shape a year. Practical, considered, and written for people who would rather understand the why than chase the headline.
