Tax Time Checklists
With tax time just around the corner, we’d like to remind you that we have a plethora of checklists available in the SmartVault to assist you in collating your information for your tax returns!
To access these:
- Go to www.my.smartvault.com
- Log in with your email address and password
- Select Files and Folders from the left pane under the Plant & Associates banner
- Click on Public Documents
- Click on Client Checklists
In here you can navigate the folders for information specific to your needs! We have everything from occupational checklists, rental property checklists, Salary Sacrifice Information, work related deductions, motor vehicle expenses. You name it, we’ve probably got it! But if you still have questions or are unable to locate certain information please don’t hesitate to give us a call!
You can also access these checklist on your iOS device if you’ve downloaded the SmartVault app for iPad and iPhone.
Happy New Financial Year! We can’t wait to see you all soon!