What to bring to your Business Appointment

Income

Business Income / Sales

Other Business Income

  • Sale of motor vehicle

Sale of other assets

Expenses

Accounting / Tax Agent Fees

Advertising & Promotion Expenses

Business Bank Fees

Bookkeeping Fees

Business Licences & Registrations

Computer Expenses (Business % …………?)

Cleaning of Office/Warehouse/Shop

Donations

Equipment Hire/Lease

Equipment and Tools (<$1,000 each)

Home Office Expenses  – …….. hrs/wk x ……..wks per year

Insurance

  • Income Protection
  • Public Liability
  • Professional Indemnity
  • Life Insurance

Internet Charges ($ ……………/mnth?  Business % ……..?)

Interest Paid

  • Bank Loans
  • Business Bank Accounts
  • Business Credit Cards

Legal Fees

Materials / Supplies / Purchases

Merchant Fees (Eftpos Machine)

Motor Vehicle Expenses

  • Logbook ……………..km driven      Business % of kms ……………………..
  • Business kms travelled if no log book kept
  • Expenses method. Registration & CTP, Comprehensive Insurance, Repairs & Maintenance, Fuel & oil, RACQ etc. membership
  • Cost Method

Office Supplies (Stationery, etc.)

Parking expenses (if do not work at only one workplace)

Postage

Rent (Office/Workshop)

Repairs and maintenance

Staff Amenities