Sole Traders using Excel

What information do I need to provide prior to my appointment?

We don't recommend face to face appointments for most sole trader tax returns because they are too complex and time consuming to be done on the spot.

Step 1
Make sure your Excel file is complete up to 30 June

Step 2
Email us
- your Excel file
- purchase and finance documents for any assets under finance eg cars

Step 3
We will review your transactions to determine your net business income
We will then email you with our queries and once resolved we finalise your tax return and email it to you.

 

Cars
Please provide the following information for each car used in your business
-make & model
-owner
-driver
-business use % (log book)

Here is a link to our cashbook
https://www.taxslayer.com.au/blog/category/free-resources