Tax Return Check List

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Engagement check list

• ATO Prefill Report

• Has an engagement letter been signed

  Yes

  No

  N/A

• Create Dropbox

Completion Process

Processing Check list

• Scan Client notes and receipts

• Print 2 Copies of Tax Return

  Yes

  No

  N/A

• Has the invoice been completed

  Yes

  No

  N/A

Signature

• Add signature

  Sign

• Select date

  Date