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Use the most appropriate checklist for you

If you don’t have access to a printer, then you can make an appointment here. The checklists will ensure you claim all your deductions. Nothing could be worse than missing out on your hard earned money.

Do you need help filling in your checklist?

Some of our clients tell us they don’t like filling in paperwork. If you can relate to this, give us a call on 03 9848 5933. We can make the process easier by allocating time for you to do your tax return and the checklist at the same time.

By filling in our checklist, we can put you on our lodgement program which will give you more time to complete your tax return. We can make it painless and hassle free.

How to use our services

To help complete your Tax Return, you authorise us through our letter of engagement. This protects you and us. We need both the letter of engagement and one of the below checklists to finalise the return. If you have any questions regarding the below checklists or about our letter of engagement you should contact us now using the below button.

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Engagement Letter

You may be missing valuable deductions and not claiming all that you are allowed to claim.

Contact us now to see how we can help.

Have you ever wondered what is claimable? Can you claim entertainment expenses? What about coffee with a potential client? By booking a time with our office and reading this article, it will help you get the answers.

There are more ways than one to be tax efficient

We are also a financial planning practice. There may be other ways to be tax efficient. Examples include risk insurances and salary sacrificing. How this applies to your personal situation is the reason we would sit down with you and work out if we can help you.

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The above checklist is there to help you clarify any concerns or worries before you meet us.

A lot of employers are asking more of their staff than ever before. Sometimes staff are required to use their car and modern technology (Phone / Laptop etc) to do their job. Use the checklist to save you time and hassle and make sure you’re claiming the right items.

Download Checklist

Acceptable Expenses

If you need our help the best thing you can do is contact us and we can give you the Peace of Mind that what you are claiming is legitimate.

This checklist covers the following areas:

  • Motor Vehicle claims
  • Accounting Software
  • Deductions
  • When to advise employees of their salaries for the year.
  • The amount of super you need to contribute and when.

Being a business owner requires a lot of skills, therefore there are a lot of laws/ regulations you need to know about. This Business Checklist applies even if you own a different kind of business. This checklist can make things simple for you and take the energy, effort and worry out of dealing with the ATO.

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A large number of new clients that come into our office are missing out on valuable deductions that they are legally and fully entitled to be claimed. The challenge is to make them compliant and then clean up any administrative mess if applicable. The Profit and Loss template will prompt you on the important deductions.

Access The Template Now


The Appropriate Structure – The DNA Of Your Business.

The appropriate structure is critical to business. If you have started your own business or your business has reached a new level it may be time to review your structure.

While some may be tax effective for you, the cost and administration to set them up may out-way any tax benefits. This is why we would suggest setting up a time to review your current financials and see if you are making the most out of your situation.

If you haven’t already done so, we would invite you to check out the structure document to see how this information may be of benefit to you. The main considerations when setting up your structure are:

  • What are the legal costs?
  • What are the government charges?
  • How does investing in a structure affect the accounting work?
  • How much administration needs to go into maintaining a structure?
  • What sort of compliance needs to be provided to keep a structure suitable?
  • and more…

No matter what industry you are in, we can help you. We would suggest you call us to make an appointment with one of our experienced accountants to see how they can help you succeed in your business.

Learn More about Structures

Are you maximising your rental property deductions?

The worst thing that can happen to you is to miss out on deductions for your property. Print out the Rental Property Checklist to find out your entitlements.

It is important to see if a quantity surveyor can add extra value to your return. A quantity surveyor is the only group of people the ATO will accept in relation to a valuation of the bricks and mortar, goods and chattels of an investment property. Their job is to find and add value to your tax deduction. If you have an investment property, we would suggest you investigate the use of a quantity surveyor.

Access The Rental Property Checklist Here

Are you going to sell an asset? Do you own a home that will become an investment property? What happens when you sell shares? Your questions can be answered by meeting our team in conjunction with using our checklist.

Capital Cains Tax can become a huge bill for some clients. People may not be aware that when you sell an asset, there may be capital gains or losses and this can impact your taxable income. Did you know losses can be carried forward to offset against future capital gains? To check if this applies to you, book a time in here.

Access The Capital Gain Checklist Now
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