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What to bring to Your Appointment

By on June 3, 2015 in Hints & Tips

What to bring to Your Appointment

We will need you to bring information to assist us in preparing your income tax return.

Please check the following and bring along payment summaries, statements, accounts, receipts, etc., to help us prepare the return.

Income/Receipts:

  • payment summaries for salary and wages;
  • lump sum and termination payments;
  • government pensions and allowances;
  • other pensions and/or annuities;
  • allowances (e.g., entertainment, car, tools);
  • interest, rent and dividends;
  • distributions from partnerships or trusts;
  • details of any assets sold that were either used for income earning purposes or which may be caught by capital gains tax (CGT).

Deductions (in addition to those mentioned in our common deductions blog)

  • award transport allowance claims;
  • bank and government charges on deposits of income, and deductible expenditure;
  • bridge/road tolls (travelling on business);
  • car parking (when travelling on business);
  • conventions, conferences and seminars;
  • depreciation of library, tools, business equipment (incl. portion of home computer);
  • gifts or donations;
  • home office running expenses
    • cleaning
    • cooling and heating
    • depreciation of office furniture
    • lighting
    • telephone and internet;
  • interest and dividend deductions:
    •  account keeping fees
    • ongoing management fees
    • interest on borrowings to acquire shares
    • advice relating to changing investments (but not setting them up);
  • interest on loans to purchase equipment or income-earning investments;
  • motor vehicle expenses (business/work related);
  • overtime meal allowances;
  • rental property expenses – including:
    • advertising expenses
    • council/water rates
    •  insurance
    •  interest
    •  land tax
    •  legal expenses/management fees
    • genuine repairs and maintenance
    •  telephone expenses
    • travelling to inspect property;
  • superannuation contributions by sole traders or substantially unsupported taxpayers;
  • sun protection items;
  • tax agent fees;
  •  telephone expenses (business);
  • tools of trade.

If you are unsure- bring it along to your appointment.

Interested in joining our team? Why not apply today? 

About Our  Traineeships:-

Join the Market Leader in 2016 – Accounting Traineeships

Looking to study a B.Com at University of Newcastle in 2016?

Bottrell Business Consultants are a Multi Award Winning Firm

We have 2016 Traineeships available – work 3 days Study part-time 2 days

Apply now to Tara Skippen on tara@bottrellaccounting.com.au – send resume & cover letter

www.bottrellaccounting.com.au or check us out on Facebook, Twitter, Instagram or LinkedIn

Offices – East Maitland | Newcastle | Sydney | Melbourne | Brisbane | Gold Coast

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Bottrell Business Consultants Pty Ltd – Chartered Accountants and Business Advisors.

The Bottrell group incorporates Bottrell Business Consultants, Bottrell Accounting & Taxation, Maitland Accounting & Taxation, East Maitland Accounting Services and Mobile Bookkeeping & Recruitment.

Our group of businesses & links include the following companies (& our websites);-

 

 

 

 

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