The following documents are for the use of T L C Taxation clients and potential clients. All forms are fillable online, so there is no need to print these.

Once completed you can save as your “Family Name/Company Name document’s title”. Please note can print these to PDF or save a soft copy and email these to admin@tlctaxation.com.au or print hard copies and post your taxation records to
T L C Taxation
PO Box 6090,
Coffs Harbour Plaza, NSW, 2450

If you are unable to open these documents, please contact us and we will provide you with alternative forms.

Only download and completed forms and section relevant to your circumstances, please contact admin@tlctaxation.com.au for a checklist tailored for your circumstances.

Terms of Engagement

All new clients must review our Terms of Engagement. Once you are satisfied with our Terms of Engagement, please complete the required information, initial, sign and date where indicated. Please forward the signed Terms of Engagement back to this office so that we can attend to the preparation and lodgement of your taxation matters.

Kindly note that without a signed Terms of Engagement we will not be able to attend to your taxation lodgement obligations.

The declaration that you are signing includes a commitment that you have the necessary proof of the deductions and retain all records for five years after the assessment notice issues. This will include receipts for expenses, logbooks, and other records. If you do not have these records, or have any questions about the necessary records, please contact us.

Terms of Engagement
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New Client Form Income Tax Return Questionnaire.docx
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New Client Form.docx
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Share & Unit holder’s Checklist.docx
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Rental Property Checklist.docx
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Rental Property Schedules.xlsx
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Business Checklist.docx
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Business Schedule.xlsx
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