Tax Preparation Checklists 2025

Please be in touch to schedule your 2024/25 Personal, Business, Rental or Investment Tax Returns.

For a quotation or to make an appointment to see an AGS Tax Professional, please contact us or email accounting@agsfinancialgroup.com.au.

Welcome to a New Financial Year!

Tax Time is here and with a new financial year it brings a number of changes and focus areas for the ATO in 2025.

Some significant changes to the Tax Agent Services Act (TASA) come into effect from 1st July 2025. Read more about these changes.

The impact of these changes is that we may now require additional information from you in order to complete your return. Please use the Appendix below as a guide as to how deductions can be claimed for most commonly used deductions and the documentation that is MANDATORY to provide to us.

Tax Preparation Checklists