Forms
Checklists for cleaner accounting conversations.
Use these forms and checklists to prepare the right information before contacting RAY Accounting Group.
Forms and checklists
Only the current RAY Accounting Group forms are listed here.
2026 ITR Checklist
Individual tax return preparation checklist for the 2026 year.
2026 Individual Property (Rental ) Checklist
Rental property information checklist for individual tax return preparation.
CGT Property Checklist
Capital gains tax property checklist for property sale or disposal records.
2026 WRE Checklist
Work-related expenses checklist for the 2026 tax year.
MES – Application for Medicare Entitlement
Medicare Entitlement Statement application form.
Company Formation Checklist
Company formation information checklist for new company setup.
Discretionary Trust Setup Form
Setup form for a new discretionary trust.
Documents
Send sensitive files directly.
This website does not store document uploads. Contact the practice first and we will confirm the safest way to share records for your matter.
Contact the practiceName files clearly with the client name and document type.
Keep originals until your return, BAS, or audit is complete.
Avoid sending tax file numbers through unsecured messages.
Need a checklist?
Tell us what you are preparing and we will point you to the right records.
Book a consultation with RAY Accounting Group for practical accounting, tax, and advisory support in Harris Park.