Keep receipts for work deductions; consider salary packaging, salary sacrifice into superannuation -are just a few strategies. We have many more suggestions.
Last year the ATO processed 90% of tax returns within 14 days of their lodgement.
Yes. We offer a full service for all your record keeping, reporting and taxation obligations. This included GST, PAYG withholding, PAYG Installments, Superannuation and Tax Payable.
Yes. We can request a payment arrangement with the ATO for you.
Yes. We can prepare and lodge your Super Fund Tax Return. We use an external Auditor (If you have not appointed one) to Audit your Fund. We can Audit your Super Fund if your Tax Return is prepared by another Tax Agent.
Yes, by appointment.
Yes, by appointment. We visit many businesses and assist them, on their computer systems.
Yes, by appointment. We look after many elderly and disadvantaged people.
We advise you to keep a logbook for twelve consecutive weeks during the financial year to substantiate your claims and to maximise your tax deductions.
Yes, to substantiate your expense claims.
In future, photocopy them as soon as you get them. Check with the supplier or look on your bank or credit card statements to verify the dollar amounts.
Name, address, date of birth, tax file number, spouse details and number of dependants. Your income, expense and bank details for your refund; child support payments you made, details of assets disposed of (apart from your principle place of residence and your personal effects.
Make an appointment with us to discuss your situation and to receive advice from us on what documents you need to find. Some of your past year's income information should be available to us on the ATO Tax Agents portal. Do it as soon as possible as the longer you leave it, the harder it is for you to get started and therefore to catch up.
We will produce financial reports for you to present to Centrelink from the source documents you provide us with, asking you relevant questions in order to do this.
No. We do bookkeeping, payroll, BAS’s, financial reports, debt collecting, business coaching record keeping set ups and training, financial analyses of your business performance.
Yes. We can certainly do this and have contacts for Tax Depreciation reports as well.