What information do we need for your return?
This article, written from a tax agent’s perspective, provides clients with a comprehensive checklist of the information and documents needed for preparing a tax return. It covers personal details, income statements, expense records, additional financial information, investment and property information, debt information, previous year’s tax return, business or contractor income, and foreign income. The aim is to guide taxpayers in efficiently preparing for their tax return to ensure accuracy and completeness.