Forms & Checklists - CapitalQ

Forms & Checklists

If you’re coming in to see us to discuss your tax return, business or personal needs, taking the time to complete the appropriate checklist from this page CAN MAKE A BIG DIFFERENCE TO THE PROCESS …

If you can ensure we have all the information we need upfront, we can ensure our advice is based on the fullest understanding of your position and requirements, and ensure our work is completed fast, accurately and most importantly … cost efficiently.

What our customers say

Logo for Mike and Jane Gray

The Team at CapitalQ are lifestyle creators!

Sure over the past 20 years (Duncan was my advisor even before he started CapitalQ) they have saved me huge amounts of tax and helped me build wealth through property and self-managed superannuation, but the most significant thing they have done for me most recently is take all of my accounting and related record keeping and administration headaches and obligations off my hands. It has allowed my business to become incredibly easy to operate and manage, and has freed up my time to do the things I want to do, most specifically travel as much as I want!
Mike and Jane Gray Mike and Jane Gray

Mike and Jane Gray

Exploration Data Services

Footer
LinkedIn icon