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Why should I do my taxes with JTR & ASSOCIATES?
In a nutshell, here are the key services we offer:
• Maximise your refund and deductions
A qualified accountant will identify additional areas for extra deductions which can increase your refund.
• Faster Service and Lodgement
No need to leave your computer! You can email your information to us, review, sign and return your tax return online, make online payments and we lodge your return direct to the ATO on your behalf.
• Extensive help system
At every stage, you can contact us for any questions you may have -
Do I need to keep a hardcopy of my taxation records?
Federal tax law states you must keep your records for 5 years from October 31st or if you lodge later, five years from the date you lodge your return. If at the end of this period you are in dispute with the Australian Taxation Office, you must keep you records until any dispute is resolved.
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When is the last date I can submit my tax return?
You must lodge your tax return with JTR & ASSOCIATES by October 31st each year. Alternatively if you have enlisted JTR & ASSOCIATES as your tax agent before October 31st, the lodgement date is the 15th May each year
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What do I need to lodge my return with JTR & ASSOCIATES?
To complete your tax return with us, you will need the following:
• Tax File Number
• Group Certificates
• Interest Statements
• Dividends
• Other Income
• Details of your Deductions
If you are uncertain about any of this information or what you need to include, simply call or email us.
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Do I need to send my group certificate to JTR & ASSOCIATES?
No. There is usually no need to send a copy to us.
However, you do need to keep your records for 5 years from October 31st or, if you lodge later, 5 years from the date you lodge your return. This is a requirement of federal tax law.
If at any time you are in a dispute with the Australian Taxation Office, you must keep your records until the dispute is resolved or five years from your lodgement date, whichever happens latest. -
Do I have to send in a hard copy of my return to JTR & ASSOCIATES or the Australian Taxation Office?
No. There is no need to send a copy to either JTR & ASSOCIATES or the Australian Taxation Office. Simply print and sign a copy and keep it for your own records for a minimum of five years.
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Do I have to pay when I lodge my tax return?
No! You can authorise us to take the very reasonable fees from your tax refund when it is issued by the Australian Taxation Office.
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Are you a CPA certified accounting practice?
Yes! We are a CPA certified accounting firm and one of our qualified accountants will always check your tax return before it is lodged with the Australian Tax Office. If they require further information, we will contact you via email or phone before lodgement.
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Why do I have to pay HELP (formerly HECS) in my tax return when I have already paid it during the year from my pay?
Your HELP debt repayment is not known until you lodge your end of year income tax return, because it is calculated from your annual taxable income. You are liable for a HELP debt repayment if your adjusted taxable income exceeds the minimum repayment threshold. Your tax refund estimate will only account for your HELP debt if you added your HELP information correctly. If you’ve made payments or salary deductions through the year, the ATO views this like a ‘down-payment’ on your taxes. Later, they will compare those payments with your tax return and decide whether you need to pay more – or get a refund.
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