Income tax return preparation for Geelong clients

When it comes to making a list and checking it twice, we’re not talking about the festive season. No, it’s all about tax time and making sure clients gather the right information so their accountants can successfully lodge income tax returns in Geelong.

At CD&G Accountants, we’re tax specialists and we’re committed to helping you lodge by the correct deadline, meet all tax requirements, maximise your tax refund and access all available entitlements that are open to you.

But we need the correct information from you to do our job successfully. That’s where the trusty tax time checklist becomes an important tool for clients.

Payment summaries are the first cab off the rank when you start your checklist. They might come from your employer, from Centrelink or from income derived from a rental property, a business you own or even interest from your bank accounts.

Don’t forget to gather detailed information including dividend payment records on assets including shares and managed funds too.

Then it’s time to add work and non-work deductions into the mix. Have you used your vehicle for work, bought work uniforms, spent money on professional development and education, run a home office or outlaid dollars for industry magazines? Did you make charitable gifts or donations during the year?

Your accountant will also need your private health insurance statement, if you have insurance cover.

At CD&G Accountants, we are happy to advise clients – be they individuals, businesses, investors or sole traders – on the specific information we need to successfully lodge income tax returns for them. While tax time is a headache for many people, it’s a core part of our job and our experienced team is committed to delivering a professional result.

For quality income tax returns Geelong clients know they can rely on CD&G Accountants when tax time looms and right throughout the year. Please contact us for more information or to book an appointment.