Anthony Rizzo & Associates || Accountants & Registered Tax Agents
Office Address: First Floor, 1A Morts Road MORTDALE NSW 2223 || Postal Address: PO Box 120 MORTDALE NSW 2223
PHONE: (02) 8065 5668 || FAX: (02) 8456 6060

Useful Worksheets

You are here: Home / Useful Worksheets

Preparing your tax return shouldn’t be a chore – and with the help of some of these worksheets below, we can ensure that nothing is missed.

Useful worksheets to help you with your record keeping for tax time that way it will save time in your appointment, and help reduce your fee.

Please note that links & uploads are coming soon.

INDIVIDUALS (EMPLOYMENT INCOME)

1) Motor Vehicle: Log Book & Expense Tracker

A comprehensive tool to record make certain that you maximise your motor vehicle expenses claims. Consists of a “Log Book” to help you account for each trip as well as an “Expense Tracker” so that you can keep up-to-date with all of your expenses associated with your car (e.g., fuel, repairs, insurance/rego, etc)

PDF Version or EXCEL Version

2) Rental Property Income & Expenses

PDF Version or EXCEL Version

3) Net Medical Expenses

PDF Version or EXCEL Version

4) Travel Diary

PDF Version or EXCEL Version

5) Share Trading

PDF Version or EXCEL Version

6) Laundry

PDF Version or EXCEL Version

7) Home/Office Electricity

PDF Version or EXCEL Version

INDIVIDUALS (SOLE TRADER INCOME)

1) Invoice Book Summary

PDF Version or EXCEL Version

2) Cash Reconciliation Summary

PDF Version or EXCEL Version

Accountants & Registered Tax Agents

Phone: (02) 8065 5668 || Fax: (02) 8456 6060

Office: First Floor, 1A Morts Road Mortdale NSW 2223
(Above Fran Fashion Shoes)

Postal: PO Box 120 Mortdale NSW 2223

Find our Accountant in Mortdale profile on Oneflare.

Don't be the last to go paperless April 22, 2025
In-house audit review results April 17, 2025
Minimum pension drawdown reminder April 17, 2025
Be aware of SMSF schemes April 17, 2025
Vacancy fee return for foreign owners April 17, 2025

Follow @ato_gov_au