individual tax returns

Salt Beach Accountants offers excellent services of individual tax returns. We are able to personalise and customise your taxable situation and provide the best solutions for all clients. Our tax strategies employed are there to give you the most up to date advice, based on your situation, which will allow you to minimise your taxes whilst still meeting your objectives and obligations.

Key aspects to remember with regard to individual tax returns:

 

INCOME

  • Payment Summaries

  • Lump Sum and Termination Payment Summaries

  • Government payment statements, if received

  • Interest income from banks and building societies

  • Dividend statements for dividends received or reinvested

  • Annual Tax Statements from Managed Funds

 

OTHER INCOME

  • Rental properties

  • Business

  • Foreign income

  • Capital gains

  • Employee share schemes

 

DEDUCTIONS

Work related expenses:

  • Motor vehicle Travel (fares and accommodation)

  • Uniforms/work-wear

  • Self-education and professional development

  • Union, registrations, tools, subscriptions, memberships

  • Home office, seminars, conferences

  • Telephone, computer, internet

  • Any other costs incurred earning income

  • Donations to charities or building funds

  • Income protection insurance

 

OFFSETS & REFUNDS

Health insurance and rebate entitlement statement

IAS statements or details of PAYG instalments paid

Spouse details including taxable and exempt income

 

TAX REFUNDS

The Tax Office no longer issues refunds by cheque so please remember to bring your bank account details, including the BSB and Account Number with you to your appointment.

 

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