• See our non-exhaustive list of business deductions here to give you an idea of the 'usual' deductions that businesses may have

  • Accounting Files

    If you use cloud accounting software for your business, please send your invitation to add us as advisors/users (if you haven’t already) to the following email address:


    Xero – adrian@mastinharris.com.au

    MYOB – adrian@mastinharris.com.au

    Quickbooks - adrian@mastinharris.com.au


    If you use desktop accounting software, please upload a backup/copy of the data file to the area below. Note that this can also include excel/cashbook files

     

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  • Bank Statements

    Even if reconciled via your accounting software, please provide copies of your statements showing the balance at 30/6/20XX for the following:

    • Bank Statements (all accounts)
    • Credit Cards 
    • Loan Statements
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  • New Asset Purchases (Cars/Equipment/Machinery etc) Please provide copies of the following:

    • Purchase Invoice
    • Finance/Loan Agreement if purchased on finance
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    • Investment Properties 
    • Rows

    • Please upload the following documents for each property

      • Annual rental agent summary
      • Loan statements showing interest expense for the year
      • QS Depreciation Report, if any
      • Receipts for Rental property expenses:
        • Council rates for each property
        • Water for each property
        • Body Corporate fees for each property
        • Insurance
        • Repairs & maintenance
        • Land Tax
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    • If you bought or sold a property, below is a list of items we will typically need:

      Buy

      • Settlement statement (statement of adjustments)
      • Legals/conveyancing fees
      • Depreciation schedule
      • Initial loan documentation and bank statements

      Sell

      • Settlement statement (statement of adjustments)
      • Legals/conveyancing fees
      • Agent commissions & advertising
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    • Shares / Cryptocurrency 
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    • Bank Account Details (for any tax refunds - please nominate which account) 
    • Rows
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    • By clicking submit, you agree to accept the terms of engagement listed above

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