Checklists

Tax

Our team at Duesburys Accountants & Advisors have created the below checklists to assist our clients with preparing the information and documents required for income tax returns and financials (if applicable) to be completed.

• 2020 Tax Information Checklist - BUSINESS
• 2020 Tax Information Checklist - INDIVIDUAL (salary and wage)
• Tax Time Toolkit - Fact v Fiction 'What you can and cannot claim'

Additionally the ATO has released some fact sheets to assist all tax payers with knowing what they can and cannot claim based on their occupation type from Defence Personnel, Mine Worker and Tradies through to Retail Assistants

• Deductions for specific industries

 SuperStream (Employer Superannuation Payments)

 This checklist has been put together by the Australian Taxation Office (ATO) to assist employers with deciding if the methods they use to pay superannuation contributions are compliant with SuperStream legislation.

• SuperStream Decision Tool

 Not sure if you are fully aware of your employer requirements in relation to Super Guarantee Contributions? Take a few moments to review the below ATO checklist.

• Super Guarantee Client Health Check

 Other useful checklists/calculators

• ASIC - Womens Money Toolkit
• ASIC - Budget Planner
• ASIC - Mortgage Switching
• ASIC - Super Contributions Optimiser

 Should you have any questions regarding the checklists please do not hesitate to contact us to discuss.