2018 Tax session

It's that time and we all need to get on top of it.

There's much to see here. So, take your time, look around, and learn all there is to know about us. We hope you enjoy our site and take a moment to drop us a line.

We work hard to make your life easier

In Depth Review

Our tax agents ensures that your return is accurate. We will work with your to resolve issues and maximise your returns and look for anything you might of over overlooked.

Piece of Mind

We are on your and ensure that we safeguard your account information. We follow the best possible industry standards to protect the confidentiality of your information. 

Minimise The Fuss

We work with you and help you maximise your claims, lodge your tax return and work to ensure you receive your refund quickly and easily. 

INDIVIDUAL TAX RETURN CHECKLIST

  

We look forward to helping you with your tax return. Please go through this checklist, prior to your appointment, so we can make sure you’re claiming the maximum refund and keep your tax as quick and easy as possible.


  

INCOME

€ Payment Summaries

€ Lump Sum and Termination Payment Summaries

€ Government payment statements, if received

€ Interest Income from banks and building societies

€ Annual Tax Statements from Managed Funds

€ Other income:

€ Rental properties

€ Foreign income

€ Capital Gains

€ Employee share schemes


  

DEDUCTIONS (bring receipts or spreadsheet):

€ Work related expenses:

€ Motor vehicle (bring Logbook if applicable)

€ Travel (fares and accommodation)

€ Uniforms with logos / protective work-wear

€ Self-education and professional development

€ Union, registrations, tools, subscriptions, memberships

€ Home Office, seminars, conferences

€ Telephone, computer, internet (bring Usage Log if applicable)

€ Any other costs incurred earning income.

€ Donations to charities or building funds

€ Income protection insurance


OFFSETS AND REFUNDS

€ Health Insurance and rebate entitlement statement

€ IAS statements or details of PAYG instalments paid

€ Spouse details including taxable and exempt income


TAX REFUNDS – Please bring your bank account details 

e.g. BSB and Account Number.