Get ready for tax time without the panic: the document gathering by income type, the deduction categories to check, and the accountant-ready package.
Prep me for tax time. My situation: {{situation}} (employee/sole-trader/company, income sources, big events this year — property, shares, crypto, WFH pattern, the state of my records honestly). Build: the document checklist by MY income types (payment summaries flow automatically but verify; the interest/dividend/distribution statements; the sale records for anything disposed — CGT needs purchase history too, flag the archaeology), the deduction sweep for MY situation (the WFH method choice and its records, work-related categories with the substantiation rules — receipts over $300 territory, the logbook question if vehicle), the sole-trader extras if applicable (income reconciliation, the super-contribution deadline strategy), the accountant-ready package format (one folder, labelled, with the questions list — accountants bill less for organised clients), and the calendar: lodgement deadlines and the July-vs-later timing trade-off. Note where my situation needs actual tax advice.
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