S.J.B Accounting Services
Accounting Services in Gosford

What Materials do I need to bear for a Company Return? SJ's beginning office was in the Central Coast as was the majority of our client base. With a client base of over 600 individuals and business entities, we have to ensure that the standard of our service meets client expectations, while abiding by a strict code of professional ethics and conduct set out by CPA Australia. As such, our approach to our clients is very hot and relaxed. Our approach to our staff is that of long term employment and we try to foster a sociable family atmosphere. We trust it is this attitude to our staff that helps offer them the motivation they need to serve our clients as best they can and to accomplish their professional goals. The hardest thing in the world to understand is the income tax.

When your accountant is a CPA you are dealing with someone who has studied accounting for many years, has had extensive hands on experience in an accounting firm or an accounting related business, and is keeping up to scratch on fresh developments in the accounting field. The cost of the certificate is tax deductible against her employment income. The bank fees that he pays from his account where the funds are kept are tax deductible against his interest income. The easiest way to substantiate a deduction is to retain a receipt of the expense. If you need advise about whether an item is deductible or not, you can interrogate about it during the preparation of your tax return. BASIC will send every company a statement based on the data available with BASIC at the date of the printout, together with an invoice. Once we see a report is due, we will send this out to the client so that they can check their details and make the payment. Instead, prepare a summary of the receipts (if applicable) and bring them with you to the appointment. If you have an investment property(s), regardless of whether it is new, or from previous financial years, you must bring details of buy of the property, and the income and expenses for the property. If you are an existing client, but you went to a diverse tax agent in the preceding year for whatever reason, you will also have to bring your previous year's tax return, since we will not have a copy of it on file. You will have to bring the equivalent documents or information as what you had brought the preceding year when you came for an appointment (including the items necessary for an EXISTING individual tax payer see above), as healthy as any fresh documents or information that relates to fresh purchases, loans, sale of assets, etc during the financial year. If you have an existing company or family trust, Joel will require the previous year's tax return and financial statements. Where applicable, he will also require copies of contracts for loans, purchases of properties or assets, bank statements, wages information and employee group certificates, ABS occupied papers for the pertinent financial year, a spreadsheet or BYOB (or equivalent) file with profit loss and balance sheet items, your personal tax returns, and any information regarding your income and expenses not related to the company. If you have an existing company or family trust, where applicable, Joel will require copies of any fresh contracts for loans, purchases of properties or assets, purchased in the apropos financial year, bank statements, wages information and employee group certificates, ABS active papers for the relevant financial year, a spreadsheet or BYOB (or equivalent) file with gain loss and balance sheet items, and any information regarding your income and expenses not related to the company. Since company returns are not completed on the appointment day (if there IS an appointment, since in most cases, the entire tax return is completed via correspondence), you will not be needed to pay on the day of the appointment, but timely payment of the invoice is expected when returning signed financial documents that Joel has prepared for your companytrustsuperannuation fund. If you forget to bring something, or Joel discovers that there is sure information that he needs before he can complete your tax return, then you don't have to worry You can everlasting send us the surplus information in the mail, or drop it off at one of our offices at your earliest convenience, and Joel will complete your tax return as soon as he can and send the material to you for you to sign. Of exceptional importance to us, is the closing balance of (all) bank accounts for the company, and details of any interest earned (and tax withheld if applicable). If you also require us to prepare Associate personal tax return (for you and your family) together with the company return, you will need to provide: Tax agent fees bear an invoice from last year, for all members of the family, unless the service was provided by Joel Bentley. The fees for the service will be payable upon completion of the financial and returns, and must be sent by cheque or paid by direct