Personal and Small Business Taxation

      At Crispin & Jeffery we are committed to providing you and your business with an outstanding taxation service to help you lodge your tax returns on time and with ease.

     Our continued commitment to meeting your needs includes:

• Attending to your work with reasonable promptness
• Contacting you upon receipt of your work and advising you of the estimated time for completion
• Keeping you informed from time to time on the progress of your job
• Providing you with quick responses to your queries

To assist with the preparation of your 2022 Tax Return, you can use our below checklist for individual returns or send through your work on the same platform you have in past years.

Changes for 2022 Tax Returns

       Due to the ongoing pandemic the ATO have announced the additional items that can be claimed in the 2022 tax returns if you have been required to work from home. In order to correctly calculate these deductions we will require the following information:

• Hours per week working from home from 1/7/21 – 30/6/22. We are able to claim a deduction of $0.80 per hour. This shortcut method includes claims for utilities, cleaning, phone, internet, computer consumables and the decline in value for home office equipment and furnishings
• You will need to be able to substantiate the hours work from home. This could be by having time sheets, rosters, diary evidence or a similar document that sets out the hours that you have worked

We have included an additional section in Appendix 4 of the checklist to capture this information

• Crypto-currency investments are becoming notably more popular and must be reported as a capital gain. Please complete item 12 and Appendix 6 appropriately if this is relevant to you OR provide a tax report from your crypto platform showing profits and losses realised.  If you cannot access a report we may have to utilise crypto platforms to analyse all your trades

Privacy Act Requirements

• Under the Privacy Act we must have your permission to email your tax return to you. Please acknowledge your approval on our checklist or by separate email with your information

2022 Individual Tax Return Checklist

CLICK HERE

          Your responses can now be recorded directly on the questionnaire. Once completed please save the pdf and email it back to us.
 
          We will advise you of your lodgement due date when it is made available to us by the ATO. This date will not be before 31 October 2022 and may be as late as 15 May 2023.   

          We suggest that you provide us with your information as soon as possible to allow us to prepare your return and calculate your liability or refund so that you can plan your cash flows accordingly.   

2022 Schedule of Fees

CLICK HERE

          To assist you in budgeting for your 2022 taxation affairs please click the link to our Schedule of Fees.

          As always, fees will be invoiced at the completion of your annual return or, alternatively, as the work progresses if there is delay beyond our control.
           
          At C&J we welcome regular contact with you to provide assistance with your affairs and do not charge for phone calls and quick meetings. However, if we need to provide you with advice, or an additional project is required, we will quote prior to commencement.

Did you know?

This time of year presents a great opportunity to re-evaluate your overall financial position, not only for tax time but for your financial future.

          C&J offers additional complementary services in financial planning, estate & business succession planning (wills), personal insurances & mortgage broking.

Please visit our website if you would like to learn more about these services at:

C&J Financial Services & C&J Mortgage Solutions.

          Or if you would like to arrange a complementary meeting with one of our private advisers or mortgage broker to discuss how we can tailor our services to meet your financial needs, please call us on 02 9908 4744 or email us at staff@cjeffery.com.au