partners for life
MP+ Making your Tax Return Easy!
The financial year is drawing to a close, which means it’s time to get your documents in order, so we can take care of your 2023/24 tax return.
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.
What Now?
- If you operate a business, please download and complete the following:
- Business Year-End Questionnaire 2024 (one per entity)
- Personal Year-End Questionnaire 2024 (one per individual)
- Rental Property Questionnaire 2024 if applicable (one per property)
- If you do not operate a business, please download and complete the following:
- Personal Year-End Questionnaire 2024 (one per individual)
- Rental Property Questionnaire 2024 if applicable (one per property)
Once all relevant information has been collated, please forward your records via one of the following methods:
- 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)
Further Information
Copies of our questionnaires and other helpful resources are available at our Resources Page.
If you have any questions, please don’t hesitate to get in touch with us on (08) 9301 2200 or email clientcare@mckinleyplowman.com.au