If you are not a current client of Chromatic Accounting & Tax, welcome! Before beginning this form, please complete our New Client Information form.

Business Name *

Your Position (e.g. Company director, sole trader, CFO)

First Name (as per photo ID) *

Last Name (as per photo ID) *

Preferred Personal Name

Email *

Phone *

Which period's accounts and tax are we assisting with? If you have catching up to do, feel free to submit this form more than once.

Year ended 30 June 2025

Year ended 30 June 2024

Another Accounting Period

Unsure

Please provide comments on the accounts period required; e.g. your organisation has a 31 December or other year-end, or you are unsure when the first lodgement is needed for your new business

Is this the first period of accounts or tax return Chromatic will be preparing for you?

Yes, I am new

No, I am an existing client

No, but some of my details have changed

Please invite info@chromatictax.com.au to your software - Advisor, Accountant or equivalent permissions is ideal. Does Chromatic have permission to make adjustments to your file?

Yes, please do what you see necessary

Yes, but then please help me understand the changes

No, please check with us on specific adjustments first

No, please send an adjusting journal to us and do not edit our file

Please upload your spreadsheet/complete bank statements with notes/cashbook records here.

Please provide end-of-year statements confirming account name and balance for each bank, credit card and loan account the business had

Please provide copies of depreciation schedules and/or asset registers.

Please provide copies of documents for any finance taken out during the year (new loans, equipment finance, etc) OR documents for all borrowings open during the year if this is your first year with us.

Please ensure you have completed our Rental Property Checklist for each property you own or co-own.

Did you the business sell any of it's investments, vehicles, equipment or property?

Yes

Statements and Supporting Documents - Please attach end of year bank, loan and credit card statements for the business' accounts, documentation for your stocktaking, dividend income, crypto portfolio, etc, as applicable.

Business Expenses

You will need to keep records to substantiate these claims

Does your business own and provide you a car, OR do you drive your own car working in your business? E.G. to suppliers, site visits, meetings, etc. Note trips from home to your usual workplace are generally not deductible, so if you have a separate office address this should be excluded.

Yes - car registered to business

Yes - personally owned car used for business

Car Make, Model, Registration

Driver's name

Log Book Completed Date

Total KMs

Business KMs

Car Cost

To calculate depreciation on the vehicle

Car Purchase Date

Total Finance Payments this year

Fuel Cost