Resources

INDIVIDUAL & BUSINESS TAX CHECKLISTS

Starting to plan for your next tax appointment?

By downloading and printing the below Tax Checklists, you can tick items off as you go, to ensure that you have all the relevant information and documentation that your Accountant will need to process your Tax Return, including any claimable Tax Deductions. Help us to help you!

To get your Individual and/or Business Checklists, follow the below process:

  1. Download the relevant Tax Return Checklists for your situation
  2. Check off the boxes as you gather your documents, and
  3. Provide us with your completed checklist and documentation – via our Online Portal, by email, by mail, or bring it with you when you come in for your tax appointment.

SMALL BUSINESS START-UP PACK

Are you considering starting a business?

Over the years, we’ve worked with hundreds of small-medium business clients. We’ve seen successful Start-ups as well those that fail.

The most common reasons for business failure are often related to the owner not seeking expert advice, not asking the right questions, and not consulting with their Accountant before making critical business decisions or taking action.

As your Accountant, our role is to help, guide and support you throughout the process of starting your business, whilst minimising the tax you pay each year.

We can offer many Business Advisory services including Business Planning, Structuring, Bench-marking, Asset Protection Strategies, ASIC Compliance, Software, Budgeting, Forecasting and Financial Reporting. All of these services are important when starting your business.

We have developed a FREE Small Business Start-up Pack to help clients who are looking to start a business. Some of the information in this pack is also very valuable for those looking to grow their existing business.

Some of the topics that we cover include:

  1. Should You Buy, Franchise or Start Your Own?
  2. What Contributes to Business Success & Failure?
  3. Start-up Costs to Consider
  4. Business Structures
  5. Registering Your Business/Company 
  6. Tax Registrations 
  7. Protecting Your Business
  8. Employing Staff
  9. Contractor vs. Employee – Is there a difference?
  1. Superannuation Contributions – Superstream
  2. Motor Vehicles & Claiming Expenses
  3. Keeping Good Records
  4. Financial Statements
  5. Bench-marking Your Business
  6. Are Your Ready to Take the Leap?
  7. Writing Your Business Plan, and
  8. Additional Resources You May Find Useful.
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FREE BUSINESS START-UP GUIDE

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PROPERTY INVESTOR – STARTER PACK

Are you considering investing in property?

At Knox Taxation and Business Advisory, we have worked with hundreds of property investors over the years, so we have seen it all – from those who thrive naturally at building a property portfolio, to those who are unsuccessful, and end up in very complicated and undesirable situation.

Like all investments, it is important to understand that there is always a degree of risk when investing in property. But, you can reduce your likelihood of getting stuck with a “lemon” and making poor investment decisions by speaking to your Accountant and property experts – BEFORE you make any decisions to buy.

We have developed a FREE Property Investor Starter Pack to help you to develop your knowledge as a future property investor.

Some of the topics that we cover include:

  1. The 13 Steps of Property Investing
  2. Client Case Studies – The Good & The Ugly
  3. Ownership Structures
  4. Financing Your Property
  5. Claimable Deductions for Property Investors
  6. Risks Associated with Property Investment
  7. Common Expenses of Property
  8. The Importance of Keeping Records, and
  9. Software Programs and the Benefits.

Get your copy now by clicking the “download” button on your right.

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DOWNLOAD YOUR
FREE PROPERTY INVESTMENT GUIDE

Download

PROPERTY INVESTOR – Q&A PACK

Do you have some burning questions relating to property investment, tax deductions and Capital Gains Tax?

A few years ago, Coral Page (Principal – Knox Taxation & Business Advisory), wrote a chapter in a property investment book called “Property Investing Made Simple.” Her chapter answers many popular questions about property investment.

Some of the questions we answer in this Property Investor Q & A Pack include:

  1. Are you ready to start investing in property?
  2. Can you afford to become a Property Investor?
  3. Do you have the right team around you supporting your strategy?
  4. Where do you get financing? Do we do it, or should you go to a banks?
  5. What ownership structure should you use?
  6. What do you need to give your Accountant at Tax Time?
  7. What are the SMSF, Tax Depreciation & TID Variation Considerations to be aware of when purchasing a property? How can they benefit you?
  8. What Property Investment Expenses can you claim?
  9. What is a Tax Depreciation Report? Do you need one?
  10. What is Capital Gains Tax – Is it a friend or foe?

We answer all of these questions AND MORE in our Property Investor Q&A Pack.

Get your copy now by clicking the “download” button on your right.

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DOWNLOAD YOUR
FREE PROPERTY Q & A GUIDE

Download

OUR LATEST NEWSLETTER…

Want to find out the latest Knox Tax updates and Tax news? 

Then download our latest Knox Tax e-Newsletter.

In this version, we provide you with many great things including:

  • A to-do list to help you to prepare for your EOFY tax appointment
  • Methods for how you can get your information to us so that we can complete your Tax Return
  • Critical updates and information from the ATO that may affect you, and
  • Other important information about us and our services.

Ensure that you’re up-to-date with the latest news by downloading our e-version below.

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Testimonials

What Our Clients Say

I did my Tax Return on eTax last year – and I’ll never do it again! What was supposed to be simple and free turned out to have hidden charges, no guidance, and I felt totally confused by it. It was a terrible experience.

Samantha Smith

2018-09-08T20:20:16+00:00

Samantha Smith

I did my Tax Return on eTax last year – and I’ll never do it again! What was supposed to be simple and free turned out to have hidden charges, no guidance, and I felt totally confused by it. It was a terrible experience.
What I really like about Knox Tax is that they really get us – they actually understand where we’re coming from and we value their advice.

Lisa Geraghty

2018-05-17T02:35:13+00:00

Lisa Geraghty

What I really like about Knox Tax is that they really get us – they actually understand where we’re coming from and we value their advice.
I’ve been a client of Coral’s for twenty years and I wouldn’t even dream of going anywhere else.

Jenny Newman - Director

2018-09-08T20:13:57+00:00

Jenny Newman - Director

I’ve been a client of Coral’s for twenty years and I wouldn’t even dream of going anywhere else.
Knox Taxation is local, handy to my business, and I’m very happy to deal with all of the staff there.

Bruce Russell

2018-09-08T20:17:46+00:00

Bruce Russell

Knox Taxation is local, handy to my business, and I’m very happy to deal with all of the staff there.
There’s only one word to describe Knox Taxation – Awesome! Everything about their level of service is fantastic.

Jason McKenzie

2018-09-08T20:17:17+00:00

Jason McKenzie

There’s only one word to describe Knox Taxation – Awesome! Everything about their level of service is fantastic.
They pay so much attention to detail, actually listen to what we need, and take the time to show that they truly care – by not only giving us answers, but also exceptional solutions.

Fiona Wallace

2018-09-08T20:18:19+00:00

Fiona Wallace

They pay so much attention to detail, actually listen to what we need, and take the time to show that they truly care – by not only giving us answers, but also exceptional solutions.
As a small business, we’ve found Knox Taxation and Business Services to be fantastic.

Sherbrooke Quilting

2018-09-08T20:15:06+00:00

Sherbrooke Quilting

As a small business, we’ve found Knox Taxation and Business Services to be fantastic.
Knox Taxation and Business Advisory makes me feel very comfortable – and safe! We approached Coral to handle a very complicated Deceased Estate and, at the time, we had so much going on emotionally.

Adam Goudge

2018-09-08T20:20:47+00:00

Adam Goudge

Knox Taxation and Business Advisory makes me feel very comfortable – and safe! We approached Coral to handle a very complicated Deceased Estate and, at the time, we had so much going on emotionally.
Knox Tax has provided us with a highly personable and efficient service. We’ve been made to feel very welcome by a family-orientated accountancy practice that cares deeply about our business – and not just about our taxation concerns and affairs.

Duncan Robertson – Owner & Head Chef

2018-05-17T02:35:49+00:00

Duncan Robertson – Owner & Head Chef

Knox Tax has provided us with a highly personable and efficient service. We’ve been made to feel very welcome by a family-orientated accountancy practice that cares deeply about our business – and not just about our taxation concerns and affairs.
When dealing with Knox Tax there’s a great vibe of personalised service and we always feel supported and encouraged.

Stamford Painting

2018-09-08T20:10:25+00:00

Stamford Painting

When dealing with Knox Tax there’s a great vibe of personalised service and we always feel supported and encouraged.
One of the things I love most about Knox Taxation and Business Advisory is that they make my life easier!

Trish Veugelaers

2018-09-08T20:13:02+00:00

Trish Veugelaers

One of the things I love most about Knox Taxation and Business Advisory is that they make my life easier!
Knox Taxation is amazing! They take the time to really listen to what you need, what your taxation, business and personal issues are, and deliver empathy and understanding, before giving honest and practical solutions.

Julie Cuthbert

2018-09-08T20:12:36+00:00

Julie Cuthbert

Knox Taxation is amazing! They take the time to really listen to what you need, what your taxation, business and personal issues are, and deliver empathy and understanding, before giving honest and practical solutions.
With prior Accountants there was a total lack of communication, they were hard to get hold of and we paid massive fees for virtually no service.

Warren McDonald

2018-09-08T20:16:04+00:00

Warren McDonald

With prior Accountants there was a total lack of communication, they were hard to get hold of and we paid massive fees for virtually no service.
Coral and her team deliver with genuine efficiency. They’re interested, eager to assist and they know what they’re doing.

Robin Cousins

2018-09-08T20:18:53+00:00

Robin Cousins

Coral and her team deliver with genuine efficiency. They’re interested, eager to assist and they know what they’re doing.
When you can send an email and ask a brief accounting question, AND always get a quick response, you’re on a winner!

Dave Faulkner

2018-09-08T20:13:29+00:00

Dave Faulkner

When you can send an email and ask a brief accounting question, AND always get a quick response, you’re on a winner!
I take everything to Knox Taxation (my BAS, my Tax Return and End of Year Financials) and as a result, I don’t have to worry about it, which means I can concentrate on being on the tools in my Plumbing business.

Jim Halley

2018-09-08T20:19:48+00:00

Jim Halley

I take everything to Knox Taxation (my BAS, my Tax Return and End of Year Financials) and as a result, I don’t have to worry about it, which means I can concentrate on being on the tools in my Plumbing business.
Knox Taxation and Business Services’ regular Newsletters are really useful and their service is also very thorough, friendly and efficient.

Fiona Larative

2018-09-08T20:14:24+00:00

Fiona Larative

Knox Taxation and Business Services’ regular Newsletters are really useful and their service is also very thorough, friendly and efficient.
Knox Tax is such a valuable asset to us and our complex print machinery business.

Olga & Andrew Maxwell

2018-09-08T20:09:22+00:00

Olga & Andrew Maxwell

Knox Tax is such a valuable asset to us and our complex print machinery business.
I just love Coral and her Team at Knox Taxation because they really do care about me AND my business!

Ajax McKerral

2018-09-08T20:15:33+00:00

Ajax McKerral

I just love Coral and her Team at Knox Taxation because they really do care about me AND my business!
By collaboratively working in with our Bookkeeper, Knox Tax has helped enormously in addressing our fundamental issues in the running of our business.

Ryan Adams

2018-09-08T20:12:09+00:00

Ryan Adams

By collaboratively working in with our Bookkeeper, Knox Tax has helped enormously in addressing our fundamental issues in the running of our business.
Knox Taxation and Business Services have my complete and utter trust to do everything, and with them I know I’m in good hands with all of my Accounting affairs.

Geoff Bricknell

2018-09-08T20:19:19+00:00

Geoff Bricknell

Knox Taxation and Business Services have my complete and utter trust to do everything, and with them I know I’m in good hands with all of my Accounting affairs.
It’s been nearly thirty years now that we have been using Knox Taxation and Business Services as our accountants and business advisers, and we have found them to be consistently helpful, honest and friendly.

Tomsett Australia

2018-09-08T20:16:45+00:00

Tomsett Australia

It’s been nearly thirty years now that we have been using Knox Taxation and Business Services as our accountants and business advisers, and we have found them to be consistently helpful, honest and friendly.
Whether it’s in helping me keep on top of things with my Accounting processes, wrapping up financial matters, or providing useful information in their regular newsletters (which I then share with others), they're are always there to help.

Tony Nicholson

2018-09-08T20:11:26+00:00

Tony Nicholson

Whether it’s in helping me keep on top of things with my Accounting processes, wrapping up financial matters, or providing useful information in their regular newsletters (which I then share with others), they're are always there to help.

SOFTWARE WE USE

At Knox Taxation and Business Advisory, we work with various Accounting, Tax and Bookkeeping Software. We understand that our customers often have different needs and preferences when it comes to the software they use. This is why we are not like other Accountants, who only specialise in one software type.

Finding ‘the right software for YOU’ is very important, and particularly for business owners and property investors.

It can enable you to:

  • Track your day-to-day transactions
  • Manage your bookkeeping
  • Manage your payroll
  • Track your GST, PAYG and Superannuation Obligations
  • Complete job costing and progress invoicing
  • Track different segments of your business (or various rental properties).

Some of our clients have come to us already using a particular software that they like. That is fine and we won’t try to push you into using a different software product in order to sync with our systems.

Others have come to us without using any software, when in reality they truly need to. This is where our technology experts are able to recommend a software to best suit your individual or business’ needs and preferences.

Here is a list of some of the software that we specialise in:

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Download your Property Investor - Starter Pack

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By joining the Knox Tax community you will also remain up-to-date with the latest news and tips from our team.

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Download your Small Business Start-Up Pack

Enter your email below to receive your FREE business guide now.

By joining the Knox Tax community you will also remain up-to-date with the latest news and tips from our team.

Success! Your Property Small Business Starter Pack is on its way.

Download your Property Investor - Q&A Pack

Enter your email below to receive your FREE Q & A guide now.

By joining the Knox Tax community you will also remain up-to-date with the latest news and tips from our team.

Success! Your Property Investor Q&A Pack is on its way.