About Us
CAPITAL ACCOUNTING SOLUTIONS
We are a registered tax agent and certified practicing accountants and have been providing tax related services to individuals and businesses across Perth. Our accounting teams is the member of the NTAA. We undertake regular professional development to ensure that our knowledge is always current and up to date in order to best serve our clients.
Client Details Needed
Tax File Number (Must Provide)
Postal Address, Mobile no, Email ID and Date of Birth (Must Provide)
Bank details for your refund (Must Provide) (Proof of bank account ownership – Photo / Screenshot of bank statement acceptable)
Copy of Driver’s License / Passport or any other Photo ID (Must Provide)
VISA Status if not Australian Citizen / Permanent Resident (Must Provide)
Spouse details (Full name, DOB and Taxable income) and no of dependent Children (Must Provide)
Private Health Insurance Annual Tax Statement (Optional – if any)
Your ABN and any PAYG instalments paid (Optional – if any)
HECS / HELP debt Statement (Optional – If any)
Copy of Last year Tax Return Lodged (Optional – If any)
Income | Deductions (Common for all) |
---|---|
PAYG Payment Summaries Employer termination payment (ETP) Details on any Allowances Received Any Employee Shares Scheme? Centrelink payments or pensions? New start / Youth Allowance Statements Bank Interest Income Details Dividend Statements Income from a Partnership or trust? Managed Funds Annual Statements Any Capital gains event from the sale of property or shares? If YES have you attached as much information that you can about the dates and prices on the acquisition and sale. Rental Property Annual Summaries Any Foreign income? Other Income from operating any Business Contract notes for buy/sell transactions Tax statements from stockbrokers Income stream statements Statement for income received from life insurance payments |
Car Expenses (Home to work is NOT deductible – Unless working from home)– Please mention No of KMs travelled Car Expense – Log book and expense receipts for vehicle used for work purposes. Laundry Dry cleaning Protective clothing (PPE) Compulsory work uniform Non-compulsory work uniform Occupation specific clothing Education related Expenses Financial Institutions Duty (FID) Union fees Award overtime meal allowance expenses Seminars Books and journals Home office running expenses Home office occupancy expenses Home Telephone Computer expenses including depreciation Tools and equipment Other depreciation Other Newspapers Mobile Phone – during the working hours Internet Access – during the working hours Subscriptions Printing Postage and Stationery Donations to Charities Tax agent / Accountant fees Details of Income Protection, Sickness or Accident Insurance |