INCOME TAX • PERSONAL TAX
PERSONAL TAX RETURN
Reconciled Business Accountants offer affordable and competitive pricing for individual tax return, prepared and lodged by professional with at least 3 years of experiences. Our attention to ensure best possible outcome, longer client relationship, flexible weekend and after-hours services help many busy individuals.
Our individual tax returns include simple employee tax return to individuals with capital gains, personal service income, personal service business, business losses, offsets, rental property, foreigners and non-residents.
WHAT WILL YOU NEED
INCOME STATEMENTS
- PAYG Payment Summaries (previously Group Certificates) You should be provided a copy from your employer.
- Payment Summaries from Centrelink for example, Newstart, Youth Allowance, Disability Pension
- Eligible termination payments
- Interest earned from bank accounts
- Share dividend statements
WHAT YOU NEED CONT...
INCOME STATEMENTS CONT…
- Annual tax statements from trusts, managed investments, property and cash management trusts
- Income and expenses from investment properties
DEDUCTIONS & EXPENSES
- A list of work-related expenses (with receipts). This includes your motor vehicle log
- Receipts of charitable donations
- Interest and fees on investment loans
- Donations to charities (unless you get a ticket to win something in return, those ones don’t count)
- School building levies and library funds
- Fee charged for previous year’s tax return
- Income protection insurance
- Sickness and accident insurance
- Private health insurance
- Any extra superannuation contributions
- Amount of HELP debt or Financial Supplement loans outstanding
- Out of pocket medical expenses for disability aids only in excess of $2,265
OTHER DETAILS
- Bring the details of your spouse, including their date of birth and taxable income to check if you may be eligible for tax benefits.
HOME LOAN OPTIONS
TO SUIT YOUR REQUIREMENTS
