Individuals Checklist

Name:

Email address:

Business Name:

Please upload checked documents to your preferred portal:

If you check 'Yes' to any of the items below, please upload to your preferred portal:

Be sure to click submit at the bottom of the page.

If you have any issues, please contact our Practice Manager at: practicemanager@bouzios.com.au

Thank you for your co-operation!

Income Information

Have you shared your income-related documents, such as W-2s, 1099s, and investment statements?

Yes

N/A

Tax Documents

Tax Documents

Have you gathered records of any tax deductions and credits. Ensure you have your previous year's tax return?

Yes

N/A

Investment and Savings

Have you shared information about your investments and savings accounts?

Yes

N/A

Insurance Details

Have you provided details about your life, health, and other insurance policies?

Yes

N/A

Debt Information

Have you shared any information about outstanding debts or loans?

Yes

N/A

Thank you for your co-operation!

Please fill out all required fields.

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