Its that time of the year and Optima Accountants is here to help you maximise your tax return!

We work hard to keep your finances in order and ensure you get the best income tax return that you’re entitled to. With our ‘no upfront payment’ we provide a comprehensive range of Accounting and Tax services to all Individual taxpayers.

upfront

TAX RETURNS CHECKLIST:

Income:

  • Payment Summaries from all sources of income
  • Government payment statements
  • Interest income from banks and building societies
  • Dividend statements
  • Other income:
    • Rental properties
    • Business
    • Foreign income
    • Capital gains

Deductions:

  • Work related expenses:
    • Motor vehicle travel
    • Travel
    • Uniforms
    • Self-education and professional development
    • Union, professional registrations, tools
    • Subscriptions, memberships
    • Home office, seminars, conferences
    • Telephone, computer, internet
  • Donations to charities or building funds
  • Income protection insurance

 

Other information:

  • Private health insurance statement
  • Spouse details including taxable income

 

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