We know you’re busy, if you’d like to have your tax appointment by phone or Zoom that is easy to do.
- Book in a time
- If you are a new client, fill in your personal details online with the link we provide. If you are a current client and any details have changed such as address or bank account, please pass those details on.
- Send in your tax information at least 24 hours prior to your appointment (clientdocs@optimisedaccounting.com.au, or using the upload button below)
- Have your phone or Zoom appointment
- Sign tax return online via e-sign
Easy!
So, what tax information do we need from you before the call?
- Annual payment summaries
- Bank interest
- Private Health insurance statement
- Lump sum and termination payments
- Government Social Security payments (pensions, unemployment, maternity leave, sickness benefits)
- Details of any CGT asset sales (shares and real estate)
- Annuities, including allocated pensions or super income streams
- Income from trusts and partnerships (statements of distribution should be provided where appropriate
- Interest and dividends received and any tax deducted. (include franked dividends/imputation credits)
- Foreign income and details of any foreign tax credits
- Any business/contracting income earned
- Details of spouse income
In a spreadsheet, please list any expenses you may have incurred for work, including:
- Details of work related vehicle usage
- Details of any overnight/interstate/overseas travel for work
- Uniform or protective clothing purchase/maintenance
- Self education expenses relating to your current work
- Expenses relating to working from home
- Subscriptions/union fees relating to your employment
- Tools of trade
- Income Protection Insurance Premiums
- Accounting fees for the previous financial year
- Donations
What if I also have a rental property?
Firstly, please make sure you have mentioned that you have a rental property so we have allocated you a longer allocated time.
Please send through this information:
- Agents annual summary listing all rent received & deductions from rent
- If self-leased, details of the weekly/monthly rent
- Details of any refinancing undertaken throughout the year
- Details of any re-draws made on the mortgage throughout the year
- Advertising expenses for tenants
- Body corporate/strata fees paid
- Cleaning expenses
- Council rates
- Lawn & garden care expenses
- Building/contents/landlord insurance expenses
- Land tax paid
- Legal costs paid
- Pest control fees
- Property (real estate) agents fees
- Bank fees/charges
- Repairs & maintenance on the property
- Depreciation schedule for the property
- Water rates
- Sundry expenses
