INDIVIDUAL, BUSINESS & PROPERTY INVESTOR TAX CHECKLISTS
Starting to plan for your next tax appointment?
Save yourself time preparing for your appointment by printing our Tax Return Checklists below.
That way you can ensure that you have all the relevant information and documentation you need for your Tax Return.
Get started today!
THE BEGINNER’S PROPERTY INVESTMENT CHECKLIST
Are you a first-time property investor or considering investing in property?
At Knox Taxation and Business Advisory we offer specialised tax advice & services for Property Investors.
We’ve worked with many property investors, including clients who are first-time investors and the more experienced with extensive portfolios.
Property investment can be a risky strategy though, especially if you don’t know what you’re doing and don’t seek professional advice.
That’s why we developed our Property Investor Checklist.
In this checklist, you will gain insight into 12 important steps to follow to maximise your success during property investment.
Get your copy today by entering your details, so it can be emailed directly to your inbox.
CAPITAL GAINS TAX (CGT) CHECKLIST
Are you selling your property for the first time?
Make things easy for yourself – Download our FREE CGT Checklist here.
In this checklist, we outline 9 important things to give your accountant at tax time.
BUSINESS START-UP CHECKLIST
According to the Small Business Association:
- 30% of new businesses fail during the first two years of being open
- 50% during the first five years and
- 66% during the first ten years.
Over the years, we’ve worked with hundreds of small-medium business clients. We’ve seen many businesses succeed, but we’ve also witnessed several business failures.
Get your copy of the Business Start-up Checklist by entering your details, so it can be sent directly to your inbox.
YEAR-END TAX PLANNING
If you could pay less tax this year what would you do with the extra money?
Year-end tax planning season is just around the corner! This means that it’s the perfect time to work together to get your affairs in order and implement tax saving strategies before the 30th of June.
Read more about tax planning and how it can benefit you here:
- Why Year-end Tax Planning is Important, even for Individuals
- 6 Ways Year-end Tax Planning Can Benefit Your Business
You can also download the below guides to help prepare you for your Year-end appointment: