JSA Accounting & Taxation
This checklist tells you exactly what information and documents to gather before your appointment or before you send your paperwork to us. You don't need any tax knowledge to use it — just tick off what applies to you and have the listed documents ready. If a question doesn't apply, select "No" and we'll skip that part.
Just the basics so we know who this checklist belongs to.
Not sure? Leave the default — we'll confirm the right year with you.
🔒 For your security, please don't write your Tax File Number (TFN) on this form. You can provide it to us securely at your appointment or through our secure client portal.
Tell us your main occupation and we'll highlight the expenses people in your line of work most commonly claim.
Tick everything that applies to you this year — each item tells you what document to have ready.
Tick anything you spent money on for work this year. Not sure if something counts? Tick it anyway and bring your records — we'll check for you.
👆 Select your occupation in Section 2 above and we'll show the expenses related to your job here. In the meantime, here are a few things almost anyone can claim.
These can reduce the tax you owe or affect your Medicare levy.
You told us you received rental income this year — here's what we need.
Tick anything you paid for this property this year and have the receipt, invoice or statement ready.
You told us you sold an asset this year — this could be property, shares, managed funds, cryptocurrency, or something else valuable. Add each asset below — we'll show you exactly what's needed for it.
You told us you ran a business or worked as a sole trader this year.
👍 Please invite us as your accountant/adviser user in the software (usually under Settings → Users → Invite) rather than a standard user, so we can access your reports directly — invite us at [email protected]. Once we're connected, you don't need to fill in the amounts below.
No problem — please provide the following information instead:
"Email to JSA" downloads your answers as an Excel file and opens your email app addressed to [email protected] — just attach the downloaded file before hitting send (your browser won't attach it for you automatically).
Once completed, please print/save this checklist and bring it to your appointment along with the documents ticked above, or email it back to us.