Accountify / practical support

Get organised before your tax return

Good preparation helps your consultant understand your income and reconcile the information you provide.

Prepare your evidence

  • Prior returns and wealth statements, where available.
  • Salary certificates, business records and other income evidence.
  • Relevant bank statements and tax deduction certificates.
  • Property, investments, assets, liabilities and supporting documents.
  • Owner drawings, personal expenditure and material financial changes.
  • Foreign income and remittance records where relevant.

Explain changes before filing

Highlight purchases, gifts, loans, transfers and changes in ownership. Your consultant should assess how the facts affect your filing and supporting reconciliations.

Review the draft

Check your details, income, assets and liabilities before approving submission. Retain the filed return, acknowledgment and relevant supporting records.

This is a preparation checklist, not a statement of current tax rates or eligibility. Your circumstances and the applicable rules require review.

Published 13 October 2026.