Taxation

We are accounting professionals specialising in small to medium businesses, Self Managed Super Funds` and individuals.

Documents required for the individual tax returns:

• Your tax file number.

• Payment summaries.

• Annual statements for investment properties and managed investment funds.

• Annual private health insurance statement.

• Annual bank statement showing interest earned.

• Dividend statements.

• Details of income protection insurance.

• Evidence of donations to charities.

• Receipts for work-related travel expenses.

• Receipts for tools, equipment and uniform.

• Logbook and expense receipts for motor vehicles.

• Work related education expenses.

• Prior years’ accounting fees.