EOFY is here!

2021 Year End Checklist – Sphere

Yes its tax time again and your 2021 Income tax returns are due to be lodged.

In order for us to prepare your tax return in a timely manner, we request that you collate details (and documentation where relevant) of any income earned by you during the year, together with any deductions and/or rebates that you may be entitled to.

As usual to assist in this process, our Year End Checklist is available on the above link.

We ask that you:

• Use the checklist as a guide to collate details of all of your income, deductions and any tax offsets that you may be entitled to for the tax year ending 30 June 2021;
• Please tick ‘Yes’, ‘No’ or ‘Unsure’ for each income item you have received and any deductions and/or tax offsets you believe you may be entitled to on the checklist. If you are not sure of whether a particular income, deduction or other item needs to be included please contact the office on (03) 8899 6399.
• Attach a summary report of all your expenses & deductions when you return it to us, or bring it with you when you attend your appointment. (Please do not send receipts to us – you should keep them in a safe place)

Appointments

With COVID-19 rules and restrictions still in place, we are required to limit the number of ‘Face to Face’ appointments this year – but we can also offer:

• Client Portal – simply upload your documents (call and see how easy this is);
• Zoom, Skype or Teams Video;
• Telephone;
• email – info@thespheregroup.com.au; and
• regular mail to our PO Box address

Thanks and see you soon!

The Team at Sphere