Let CDA Accounting assist you with completing your Individual Tax Return.
Our experienced accountant offers a more personalised service in order to assist you with gaining your maximum allowable claim.
The following information will be required to complete your tax return:
Income statement/s. E.g. myGov Income statement, PAYG Payment Summaries (Group Certificates), Employer Termination Payments, bank interest, partner’s income if applicable
ABN business. Income and expenditure
Work related expenses
Investment statement/s. E.g. Dividend, Managed Fund, Cryptocurrency
Rental property. Income and expenditure
Superannuation. Voluntary post tax intent to claim confirmation.
Other. E.g. Income protection, Health fund statement
Details of any other income or expenses
Important note: keep all substantiation for all information provided in your tax return for a minimum period of five (5) years in the case of an Australian Tax Office (ATO) audit.