Your 24/25 Tax Checklist : Making Tax Time Easy

Happy New Financial year! Now that 2024/25 financial year has closed, it’s a great time to get organised and download our simple Tax Return Checklist and see what records you need to compile to make your tax return as simple and efficient as possible.

Additional investments

If you have additional income from dividends, interest, or earnings beyond what you can list in the above form; have income from cryptocurrencies; and/or your interest/dividends are shared with your partner or other, please complete the Additional Interest Dividends and Cryptocurrency Reporting EOFY 25 form and submit in conjunction with the Tax Return Checklist.

Submitting your tax information

Once you have completed the Tax Checklist and additional Interest/Dividends and Cryptocurrency form (if required), please email them to admin@surftax.com.au and we will confirm receipt of your request and be in touch to organise a face-to-face or zoom meeting to finalise your return.

Note: If you have received income from multiple sources, it’s best to wait until this is pre-filled in your tax return before lodging.

Further Information

If you have any further questions about submitting your Tax Return with STS Accounting Group please don’t hesitate to get in touch.

We are here to make your tax time as simple and as beneficial for you as possible! We look forward to hearing from you.