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

Recent advice directly resulted in a $10k to $15k increase in our bottom line PER MONTH!

We have worked with the Team at CapitalQ for some 12 years now, and they have been an invaluable, irreplaceable partner in our businesses and wealth building. Every year CapitalQ go all out to help minimise our taxes and over the years the total savings are substantial. The strategies put in place will continue to save us tax each year well into the future. They have also made substantial contributions towards increasing our profitability. There are two very specific pieces of advice we have received that each directly resulted in immediate, substantial increases in profitability. The most recent such piece of advice resulted in an instant $10,000 to $15,000 PER MONTH improvement in our bottom line!”

Mike and Rachel Henderson

Henderson Shearing and Badgingarra Roadhouse & Tourist Park

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