Our 2025 EOFY Checklist: Make Tax Time Simple

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✅ Get Ready for Tax Time with Trinity Accounting Practice

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The End of Financial Year (EOFY) in Australia is your opportunity to organise, finalise, and lodge your tax returns correctly. Whether you’re an individual taxpayer, a business owner, or a property investor, having the right checklist can help you meet ATO requirements, reduce stress, and maximise your refund.

At Trinity Accounting Practice, we've simplified EOFY for you. Our 2025 checklists are tailored for each tax type, so you know exactly what to gather and submit.

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📋 2025 EOFY Checklists You Can Use Now

Each checklist below has been created to guide you through the exact documents, details, and records required for a smooth and compliant tax return. Simply click the one that applies to you:

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✅ Individual Tax Return Checklist

Stay on top of your personal tax by knowing exactly what to prepare: PAYG summaries, work-related deductions, investment income, and more.

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✅ Partnership Tax Return Checklist

Make sure your partnership’s income, expenses, and distributions are correctly recorded. This checklist helps avoid errors and ATO penalties.

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✅ Trust Tax Return Checklist

From trustee resolutions to beneficiary distributions, use this guide to properly complete your trust’s obligations this financial year.

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✅ Company Tax Return Checklist

Ensure your company meets compliance, including income declarations, depreciation, and director loan balances.

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✅ Rental Property Checklist

If you own a rental property, this list covers all the records you’ll need for income, deductions, repairs, depreciation, and capital gains.

💡 Each checklist opens in a new window for easy access and download.

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🔒 Why Use a Checklist?

• ✅ Avoid missing important deductions
• ✅ Prevent ATO amendments or audits
• ✅ Save time gathering documents
• ✅ Lodge faster with complete and accurate info

Whether you're lodging through us or preparing for your own records, these checklists are your starting point for tax success in 2025.

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👨‍💼 Let Trinity Handle the Rest

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With over 20 years of experience, Trinity Accounting Practice specialises in tax return preparation for individuals, partnerships, trusts, companies, and property investors across Australia.

We’re here to simplify your EOFY:

• After-hours and weekend appointments available
• Experienced tax agents since 2003
• Xero & MYOB certified advisors
• Support across industries including trades, medical, childcare, and retail
• Personalised advice to help you grow and save

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📅 Book Your EOFY Tax Appointment Today

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EOFY is the busiest time of year — don't leave your tax return to the last minute.

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👉 Trinity Accounting Practice
✅ Accounting Firm in Beverly Hills
☎️ 02 9543 6804
📍 159 Stoney Creek Road Beverly Hills NSW 2209
🌐 www.trinitygroup.com.au
📅 Weekend & after-hours appointments available
📅 Booking Link: https://calendly.com/ramy-hanna

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