Align Accounting is able to deal with a broad range of personal taxation matters, ensuring the best solutions for tax effectiveness for many industries as well as foreign residents. Here are some areas to consider when preparing your Tax return:
PAYG Payment summaries
Payment summaries from Centrelink
Interest earned on bank accounts
Share dividend statements
Managed funds annual statements
Rental properties - Income & expenditure
Business Income & expenses
Assets/Shares - buy and sell statements
Foreign Income & pensions
Work related expenses
Motor vehicle log and receipts
Interest and fees on investment loans
Donations to charities
School building levies and library funds
Tax agent fees
Income protection insurance & Sickness and accident insurance
Private health insurance details
Amount of HELP debt outstanding
Spouse date of birth and income
Losses carried forward