TAX RETURNS
DIVING INTO THE TAX SEASON CHAOS?
Get ready to turn 'tax time' into 'fun time' with our curated Tax Return Checklists and Organisers!
We've crafted these specially designed tools to transform the stress of tax preparation into a seamless, enjoyable process.
Let the tax-time adventure begin!
2023 Individual Tax Return Organiser
Sail through the tax season waves with our interactive PDF - the ultimate treasure map to your stress-free tax journey! This interactive guide is packed with step-by-step instructions and interview-style questions, carefully crafted to turn your tax return adventure into a breeze.
2023 Individual Tax Return Checklist
Streamline your tax season with our comprehensive checklist – a straightforward guide covering essential information for your tax return appointment. Simplify the process by exploring potential income sources and tax-deductible expenses, making your tax preparation both efficient and effective.
2023 Rental Property Tax Checklist & Organiser
Enhance the efficiency of your rental property tax return with our meticulously crafted interactive PDF checklist. This tool serves as a strategic guide, assisting you in the meticulous collection of essential information.RECORD
KEEPING
REMINDER
Remember to store a copy of your completed checklists and supporting documents securely, as the ATO requires a minimum of 5 years retention.
For long-term items such as significant equipment and investments, records are required to be kept for a minimum of 5 years after the last time it had an effect on your tax.
TAX RETURN
FAQs
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To ensure a smooth tax return process, gather documents such as payment summaries, receipts for work-related expenses. Download our Interactive ITR Organiser to ensure you don’t miss anything.
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Yes, if you have incurred work-related expenses while working from home, you may be eligible to claim deductions. Keep records of expenses like utilities, home office equipment, and internet costs. Read more about WFH deduction on our blog here.
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The standard deadline is October 31st, but if you're using a registered tax agent, you may have an extended deadline. It's advisable to check with your tax professional. Contact us now.
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While we strive for the best outcome, refunds depend on individual circumstances. Working with a qualified tax professional can maximise your chances of a favourable outcome.
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While you can prepare your tax return yourself, a registered tax agent can provide expert guidance, potentially maximising your deductions and ensuring compliance with tax laws. Contact us to get started.
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If you're facing difficulties, contact the ATO as early as possible. They may offer payment plans or other arrangements to assist you.
ON THE BLOG
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ON THE BLOG 〰️
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Top 13 Tax Myths
Although we appreciate your theories, here are the facts…
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Working From Home Expenses
Our expert guide to working from home deductions.
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Tax Return FAQs
Decoding and debunking the 'tax wisdom' your mate shared with you at the BBQ - because not every financial tip is as sizzling as the sausages!
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Celebrities Who Studied Accounting
Proof that we aren’t all boring… Here are a list of celebrities who studied to be accountants!