Tax Planning Checklist Name* First Last Email* Phone*Are all your accounts reconciled and up to date? Yes No What is your estimated profit for May 2020? What is your estimated profit for June 2020? Do you plan to purchase any equipment before 30 June? Yes No Have you reviewed you bad debt? Yes No Would you like to discuss taking up wage accrual or bonuses? Yes No Have you/are you interested in making additional super contributions before the end of year? Yes No Will you be deferring income? Yes No Will you be prepaying expenses? Yes No Do you have any other notes or questions that you feel may impact your tax?