Client checklists and resources
We’re always happy for you to give us a call if you’re looking for information or assistance with tax and accounting matters.
Clients can also download, fill in and return a client checklist ahead of their meeting with us.
In between times, there are also a number of good resources available on Australian Government websites that you can access.
We’ve compiled a list of some of the information, tools and calculators we think are handy.
Calculators
Tax withheld for individuals calculator
Use this ATO tool to calculate how much tax to be withheld from an employee’s wages.
Home office expenses calculator
Use this ATO tool to calculate the amount of home office expenses you can claim as a deduction.
Payment plan estimator
Use this ATO estimator to calculate how quickly you can pay off your ATO debt. Please note that the maximum period for payment is 24 months but the ATO will often demand a lesser period.
We are happy to speak to the ATO on your behalf to make a payment arrangement.
Budget planner
Work out where your money is going, using the federal government’s MoneySmart tool.
Mortgage calculator
Work out repayments, borrowing capacity and the effect of changing repayments or interest rate, using another MoneySmart tool.
Superannuation calculator
Work out how much super you will have when you retire. Also a federal government MoneySmart tool.
Understanding your tax obligations
Do I need to lodge a tax return?
This decision tool assists in deciding whether you even need to lodge a tax return.
MoneySmart website
In addition to the specific calculators linked above, the Australian Government’s MoneySmart website is worth browsing generally for a wealth of good information about managing your money.
Registering a business name
Need to register a business name? This is done online. We know this registration process can be challenging so if you have difficulty, please contact us at the office for assistance.
Read more...
Changing accountants
Changing accountants Changing accountants, like changing banks (or perhaps changing phones!), is one of those dreaded tasks in life. You might not be 100% happy with your current provider, but it’s just too difficult to find someone else you trust, get all your...
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