This tax return preparation includes all your employment income, income-related expenses, interest, dividends, ESS, super contributions, private health insurance.
Please have ready: Purchase and Sale documents for any sold/transferred Shares and/or Crypto (tax report).
Please have ready your Foreign income documents.
Please have ready, if applicable: 1. Annual statement of income and expenses, 2. Details of all expenses not included on annual statements. 3. Number of weeks it was rented and available for rent (advertised).
- For purchased Property, please have ready, if applicable: 1. Settlement statement, Depreciation schedule, 2. Initial loan documentation and bank statements.
- For sold Property, please have ready, if applicable: 1. Settlement statement from sale, Settlement statement from purchase, 2. Legal costs for purchase and sale (including stamp duty), 3. Details for building additions since purchase, 4. Details for initial repairs or other non-deductible items through ownership period.
For new business clients to know each other better and discuss how we can work together.
Preparation of your business tax return and financial reports, includes your individual tax return.
Business Structuring/Start Up advice,
Bookkeeping & Payroll Advice,
Budget and Cash Flow Planning,
Business Consultation (CFO),
App Advisory (Business Software),
Succession Planning,
Tax Advice - Consultation.
Please add more info in the comment section.