Prepare and Administer Tax Documentation for Legal Entities (c) Indicate the supporting documentation the ATO might ask to be provided, to verify the amounts included in the tax return for each of the following: Assessable income Click or tap here to enter text. Deductions Click or tap here to enter text. To establish a valid distribution has been made by a Family Trust, in particular: The recipient is a beneficiary Where and when the distribution decided/declared When and how the distribution was settled (i.e. was it paid or otherwise accounted for). Click or tap here to enter text To establish a complying SMSF has accounted for and correctly included all contributions (Note: it would not be less than a Tax Agent would require to prepare and lodge the return)