Income Tax Return 2024
Depending on your tax transactions this tax year, please select the appropriate checklist.
Individuals
The general checklist to be completed : Individual ITR Checklist 2024
Please indicate any changes in name / address / bank details / spouse
Note that working from home deductions has changed, see this summary from ATO : Working from home
Here is a working from home diary example : Working from home diary
The checklist is on page 3 of General checklist : Individual ITR Checklist 2024
Rental property sold : Rental property CGT
If you made personal superannuation contributions, then please obtain an acknowledgement letter from the Super fund that you will claim a tax deduction.
If you are a temporary tax resident (not entitled to Medicare) please apply for Medicare entitlement Statement and provide this to us. See Application for a Medicare Entitlement Statement form (MS015) – Services Australia
Company / Trust
Before we can commence with financial statements, please make sure:
- All bank accounts are reconciled
- STP annual reconciliation is finalised
- 30 June BAS is lodged
If you need assistance with any of these then let us know
Then please provide (if applicable)
- Copy of the 30 June bank statement (showing balance) for all bank accounts
- Finance / loan / hire purchase statements showing balance and interest paid
- Inventory / stock number
GET IN TOUCH
Contact the Omega team for further information on how we
can assist you with your Tax and Accounting needs.
