MP+ Making your Tax Return Easy!

MP+ Making your Tax Return Easy!

The links below will take you to the year-end questionnaires/checklists that will help you prepare the necessary documents to send our way, which will make the process for preparing and lodging your returns more efficient for all.

2025 Update:

We have invested in a streamlined, modern solution to help you send us all relevant documentation required to complete your year-end tax work efficiently and securely. Note, legacy PDFs are available at the bottom of this page.

What’s new this year?

Cyber-Security Focus:In a world where cyber security is a primary concern for individuals and businesses, we have transitioned our PDF-based questionnaires to a fully online, secure platform where you can work your way through the questionnaire sections that are relevant to you, and upload your documents as you go. This is better aligned to cyber-security best practice than emailing documents to us, and more convenient and efficient than giving us hard copies of questionnaires and documentation.

Upload Documents as You Go: This new system allows you to upload relevant documentation as you proceed through the sections. Questions that require a supporting document (e.g. invoices, statements) have a description for what is required. You can upload multiple files per question if required (PDFs and Images), and if you’re using your mobile device, you can take pictures directly through the questionnaire system.

Save Time by Avoiding Duplication: The new combined online version of the questionnaire allows you to enter your personal details only once, rather than having to duplicate them across each PDF questionnaire that you complete. This makes for a faster experience for you, while it also allows us to ensure we have your up-to-date information on file.

Only Complete the Sections You Need: As you work through the questionnaire, you will start with the Personal Tax questions and its relevant upload sections. For instance, the business and rental questionnaires will only be displayed depending on your answers to the ABN and Rental Income questions in the personal tax section.

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Please note the following recommendation from the Australian Taxation Office (ATO) regarding the timing of your tax return and pre-fill information:

Wait for your information to pre-fill: Registered tax agents have access to the ATO’s pre-fill information reports, with that information coming from employers, government agencies, health funds and banks. The best time to lodge a tax return is from late July, because by then:

• your employer has usually submitted your income statement with the ATO and it will be pre-filled and available for us to access
• other important information, such as details of bank interest, private health insurance and government payments will and be available to us via pre-fill reports

Pre-filled information helps us make your tax returns much more efficient and accurate. If we can’t access pre-filled information, additional time and cost will be required to find, calculate, and enter the information.

(Legacy) PDF Questionnaires

PDF versions of our year-end questionnaires are still available if you prefer to use them. We plan to phase these out over the coming years, and as such we recommend you use the online version above.

1.  If you operate a business, please download and complete the following:
   • Business Year-End Questionnaire 2025 (one per entity)
   • Personal Year-End Questionnaire 2025 (one per individual)
   • Rental Property Questionnaire 2025 if applicable (one per property)
2. If you do not operate a business, please download and complete the following:
   • Personal Year-End Questionnaire 2025 (one per individual)
   • Rental Property Questionnaire 2025 if applicable (one per property)

• Emailing your documents to clientcare@mckinleyplowman.com.au in a password-protected ZIP folder (and call us to advise the password); or
• Delivering information to Level 2, 5 Davidson Terrace, Joondalup WA 6027; or
• Delivering information to Ground Floor, 218 St Georges Terrace, Perth WA 6000; or
• Posting information to PO Box 635, Joondalup WA 6919; or
• Posting information to GPO Box B95, Perth WA 6838; or
• Book a face-to-face appointment at our Joondalup office by calling (08) 9301 2200; or
• SharePoint (contact us to ask for a link)