+ Reply to Thread
Results 1 to 5 of 5
  1. #1
    Join Date
    May 2009
    Posts
    353
    Thanks
    70
    Thanked
    42
    Reviews
    0

    Default Seeing a TAX accountant to get my tax done. WHAT DO I TAKE?

    I'm seeing the accountant tomorrow, and have to do BAS statements and my tax. What documents should i take so that I have absolutely everything. I want (and need)it done on the day!

    I have my
    - quarterly figures in a table (I have the bank statements as well, but have done the maths myself)

    - my work expenses/deductions

    - Superannuation fund

    - Private health fund

    - Bank interest details

    I want to make it as simple as possible for them so I'm not charged too much

  2. #2
    Join Date
    Aug 2013
    Posts
    4,152
    Thanks
    236
    Thanked
    1,859
    Reviews
    0
    Achievements:Topaz Star - 500 postsAmber Star - 2,000 posts
    we took group certificates, medical and chemist expenses , what we pay each month on bills, any receipts for kids school stuff, bank info as in interest earned... finally this year we are getting a refund after having to pay for the past 3 years.....

  3. #3
    Join Date
    May 2009
    Posts
    353
    Thanks
    70
    Thanked
    42
    Reviews
    0
    gosh thanks! Anything else?

  4. #4
    Join Date
    Oct 2011
    Posts
    4,536
    Thanks
    2,067
    Thanked
    1,178
    Reviews
    0
    Achievements:Topaz Star - 500 postsAmber Star - 2,000 posts
    Any traveling involved needs how many kms travelled
    Electricity
    Phone bills
    Wages of staff?
    Record of how many hours worked in each quarter
    Obviously all writen records of anything bought for business - probably don't need to bring receipts in tho
    Last years notice of assessment
    It really depends on what type of business you have.
    Last edited by Kazza78; 06-11-2013 at 12:37.

  5. #5
    Join Date
    May 2009
    Posts
    353
    Thanks
    70
    Thanked
    42
    Reviews
    0
    thank you! Job done! Now to wait for the outcome!


 

Similar Threads

  1. Good accountant Gold Coast??
    By Lollipopsmum in forum Family Finances
    Replies: 0
    Last Post: 11-02-2013, 11:03

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
FEATURED SUPPORTER
Melbourne Natural Medicine ClinicLeading natural health practitioners in fertility, preconception, pregnancy, and children's health. We take an ...
FORUMS - chatting now ...
Neighbours 30 years - 2015Movies / Music / Books / TV Chat
Do people suck...?General Chat
When should I test? TTCPregnancy Tests & Help / Support with Results
❤Joyous June/July TTC!❤Conception & Fertility General Chat
REVIEWS
"Made bed time less anxious"
by Meld85
My Little Heart Whisbear - the Humming Bear reviews ›
"Wonderful natural Aussie made product!"
by Mrstwr
Baby U Goat Milk Moisturiser reviews ›
"Replaced good quality with cheap tight nappies"
by Kris
Coles Comfy Bots Nappies reviews ›