Jim Pickersgill & Associates
Jim Pickersgill & Associates
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    • Home
    • Services
      • Accounting Services
      • NDIS
    • Financial Planning
      • About GWM
      • Services
      • Centrelink Services
      • Share + ETF Trading
      • Case Studies
      • Q&A
    • Our Team
    • Forms
    • Testimonials
    • Contact Us

  • Home
  • Services
    • Accounting Services
    • NDIS
  • Financial Planning
    • About GWM
    • Services
    • Centrelink Services
    • Share + ETF Trading
    • Case Studies
    • Q&A
  • Our Team
  • Forms
  • Testimonials
  • Contact Us

My Tax Checklist

Download the appropriate checklist so you come prepared to your JPA tax appointment.  

2026 JPA - My Tax Checklist for basic returns (pdf)Download
2026 JPA - My Tax Checklist for business (pdf)Download
2026 JPA - My Tax Checklist for primary producer (pdf)Download
2026-2027 Quarterly Lodgment Obligation.docx (pdf)Download

ATO Information Sheets + Forms

If you are searching for ATO forms or information please head to the ATO Forms page here.

Get ATO Forms Here

Notice for Directors and those intending to become Directors

Please refer to the information below regarding  Director Identification Numbers (Director ID).

Click here to learn about applying for a director id

Jim Pickersgill & Associates

Liability limited by a scheme approved under Professional Standards Legislation.


Copyright © 2018 Jim Pickersgill & Associates - All Rights Reserved.

Gippsland Wealth Management is a  Corporate Authorised Representative of Personal Financial Services Limited 

ABN 26 098 725 145, AFSL 234459, Level 10, 88 Phillip St, Sydney NSW 2000