RESOURCES

FACT SHEETS
CHECK LISTS

Details are provided on each checklist attached:

If possible, summarise receipts rather than giving us the “shoebox” as it will save time & fees to you. All records and receipts used to prepare your Tax Returns should be kept for 7 years.

KEY DATES
Date Category Description
13 Nov 2017Lodge and pay October 2017 monthly activity statement.Due date: 21 November 2017 — Lodge and pay October 2017 monthly activity statement.
13 Nov 2017Lodge and pay quarter 1, 2017–18 electronic activity statement.Due Date: 25 November 2017 — Lodge and pay quarter 1, 2017–18 activity statement if you lodge electronically.
13 Nov 2017Lodge and pay quarter 1, 2017-18 Superannuation Guarantee charge statementDue date: 28 November 2017 — Lodge and pay quarter 1, 2017-18 Superannuation guarantee charge statement – quarterly if the employer did not pay enough contributions on time. Employers lodging a Superannuation guarantee charge statement – quarterly can choose to offset contributions they paid late to a fund against their super guarantee charge for the quarter. They still have to pay the remaining super guarantee charge. Note: The super guarantee charge is not tax deductible. Use the ATO’s Super guarantee charge statement and calculator tool to work out the super guarantee charge and help prepare the Superannuation guarantee charge statement – quarterly. 

Leave a Reply

Your email address will not be published. Required fields are marked *

*