What we need from you to start our work on your EOY accounts

EOY Tax Return

Fullstack will prepare for EOY accounts and Tax Return for you. But first we will need some information from you. Here is a list of what we need.

    This is a general list of what we usually ask from our business clients:

  • Access to accounts (Xero, QBO, MYOB)
  • Stocktake if applicable (Small Business Entities can use the simplified trading stock rules)
  • Invoice and Hire purchase/chattel mortgage document for any assets bought or sold during the year, including date the asset was first used or installed ready for use
  • Details of any grants or loans received
  • Details of any insurance payouts for your business or business premises
  • Details of any transactions involving cryptocurrency (e.g. Bitcoin)
  • 30 June statements on any investment or operating accounts
  • 30 June bank statements for all relevant loans
  • Details on investments made or received
  • Details on ESOPs issued to staff throughout year
    And, if we are preparing your individual income tax return:

  • Income Statement
  • Tax statements of managed investment funds
  • Interest income from banks and building societies
  • Dividend statements for dividends received
  • For share sales or purchases, the purchase and sale contract notes
  • For real estate sales or purchases, the solicitor’s correspondence for the purchase and sale
  • Rental property statements from real estate agent and details of other expenditure incurred
  • Work related expenses
  • Home office expenses
  • Self-education expenses
  • Travel expenses
  • Donations to charities
  • Health insurance and rebate entitlement
  • Family Tax Benefits received
  • Commonwealth assistance notices
  • IAS statements or details of PAYG Instalments paid
  • Details of any transactions involving cryptocurrency (e.g., Bitcoin)
  • Details of any income derived from participating in the sharing economy (e.g., Uber driving, rent from AirBNB, jobs completed through Airtasker etc.,)

Was this article helpful?

Stuart Reynolds is the founder of Fullstack Advisory, an award-winning accounting firm for businesses leading the future. He is a 3rd generation accountant who specialises in tech & online companies.

Share this Article

Find out more.

Need accounting

Request a consultation and speak to one of our business accountants & advisors. Get clear next steps for your project.

Connect with us

Ask Us a Question?

Reach out to us about any of the topics in this article.


Speak to our experts

Other ways to get in touch with us.

Your Privacy


We will never share your details with any third-party.

This form collects your name contact number and email address so that we can contact with you and provide a quote for our services. Please check our Privacy policy to see how we protect and manage your submitted data.



Suite 63, 388 George St, Sydney NSW 2000



120 Spencer St Melbourne VIC 3000



310 Edward St Brisbane QLD 4000