We will be commencing appointments from August to allow time for data to be uploaded with the ATO for your return.
Welcome to the end of the 2022/23 Financial Year!! Now is a great time to grab a cuppa and read up on what has changed since last year.
GETTING YOUR 2023 TAX RETURN DONE:
These are your options:
• Email us at; email@example.com
• Post your information to; PO Box 443, Mansfield VIC 3724
• If you feel you need an appointment, please phone us on 03 5775 2713
• Upload via Document Hub
www.proactivetax.com.au – select Client Portal
• Drop off your information to
2/1 Chenery Street, Mansfield
GOLDEN RULES FOR DEDUCTIONS
The three golden rules to getting your deductions right:
1 – you must have spent the money yourself and not have been reimbursed
2 – the claim must be directly related to earning your income, and
3 – you need to keep the receipt for at least 2 years
WORK RELATED EXPENSES
The ATO has announced that it will be closely examining claims for work-related expenses this tax year and their message is to make sure you KEEP GOOD RECORDS!
Need advice? Contact one of our friendly team members today. Call 03 5775 2713.
Please note: The information in the above post is general in nature and should not be relied upon as detailed advice that applies to all. Consult a qualified advisor for detailed retirement and financial planning advice.