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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.