2024 Tax Return Checklists and Questionnaire – Updated

Every year LMS Advisory releases our updated Tax Return Checklist and Tax Return Preparation Instructions for our valued clients.

STP Finalisations are due by your employer by 12th July 2024. We will commence working on returns from the week commencing 22 July 2024.

We have collated all our Tax Returns under our Resources section in the menu.

Tax 2022

Please find attached three clickable links to download our 2022 Return Questionnaire and Income Tax Checklist.

Please complete the initial questionnaire first as it will help us finalise your return sooner.  Our Checklist is shorter and sharper.

The questionnaire should be able to be completed on a mobile, and will help us identify the complexity in your return and who would best prepare the return on your behalf.

  1. Tax Checklist – Excel Format
  2. Tax Checklist – PDF Format

Important Information about the preparation of your return

Our service standard is 4 weeks or less turn around from your submission of documents to successful lodgement.

In-person appointments are not necessary to progress tax return preparation. If you are looking to book an in person advice consultation with one of our accountants, you can schedule once your returns are complete. Appointments outside of office hours and on Saturdays are available by Zoom only. Please speak to your accountant or one of our admin team to schedule, as different accountants have different availabilities/pre-commitments.

Our preferred and most efficient method of receiving your tax paperwork is by scanning and emailing your checklist and associated work papers/receipts to admin@lmsadvisory.com.au . If you book an appointment, we request that you send your documentation at least 48 hours in advance to give us time to finalise. Please remember to include the completed checklist with your work papers when you return it to us.

Please help us by providing as many components of the return checklist as possible when we start working on your returns!

Please note All completed tax returns will be emailed to you for electronic signature using Fusesign. This is completely secure and unique to your email address which only you can access with SMS Security. Each lodger will need their own email address and mobile phone number.

Links to previous checklists can be found below:

2022 Tax Checklist – Excel Format

2021 – LMS Advisory – 2021 Instructions and Checklist for Download

2020  – LMS ADVISORY – 2020 Individual Tax Return Checklist

2019 – LMS ADVISORY – 2019 Individual Tax Return Checklist

2018 – 2018 Individual Tax Checklist LMSAdvisory

2017  and older –  Please email us to help you work with the ATO to bring your affairs up to date, as some returns are now quite overdue.

Please do not hesitate to contact us with any questions.

All the best for a prosperous financial year!

Thanks, LMS Advisory Tax Team

Alexander Laureti is the Principal and Managing Director of LMS Advisory. He holds a Bachelor’s degree in Accounting and Law, and he is a Fellow of the CPA (Certified Practising Accountants) and a Chartered Tax Advisor. Alexander has over 17 years of experience as an accountant in Public Practice.
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