Your trusted income tax accountant in Geelong

With tax time looming, having a trusted income tax accountant in Geelong brings real peace of mind. For many people, tax time equals stress as they hunt for documents, receipts and detailed information needed to paint a clear picture of their financial year. And then they have to work out what to do with them.

So it’s no wonder many turn to CD&G Accountants for professional help in successfully lodging their tax returns with the Australian Taxation Office. We have a comprehensive and updated understanding of the ATO’s rules and regulations. This means we know how to maximise your return, ensure you receive any entitlements available to you and keep you compliant with the ATO.

But tax time is also extremely busy at CD&G Accountants. And we need our clients’ help to make the process a streamlined one. By making sure you provide our expert team with all the necessary supporting documents, we can get your tax done efficiently.

Whether you’re a sole trader, an employee, an investor or run a business with a small workforce, you’ll amass plenty of paperwork for tax time. That’s why we’ve put together a handy checklist to help when preparing information for your income tax accountant in Geelong.

Tax-time checklist

We often need supporting documents across a range of categories including:

• Income, such as Pay As You Go summaries, bank statements showing fees and interest, share dividend statements, income stream statements, rental income and Capital Gains Tax statements;
• Employment income deductions, including receipts of work-related deductions and union fees;
• Investment-related deductions, such as interest or fees on borrowing for investment purposes;
• Offsets, which include private health insurance statements, spouse details and imputation credit information from dividend statements;
• Investment property, think body corporate fees, cleaning, interest on loans, insurance and land tax;
• And other deductions, including financing lease statements, income protection premiums and superannuation if self-employed.

Have a look at our full checklist to see whether you’ve got all the necessary documents you need to pass on to our team.

Tax time doesn’t have to be a major stress in your life. Just contact CD&G Accountants to book an appointment. We are your experienced and professional income tax accountant in Geelong, so please don’t hesitate to give us a call.