Save time, effort and money...
With this comprehensive tax report, there is no need to spend hours gathering vital information at tax time.
Streamline Financial Solutions can help you produce tax-ready reports to discuss with your Accountant and Financial Adviser.
Having made your Accountant's job easy, you could save big dollars on accounting fees.
A report for each tax-paying individual in your house includes:
Income broken down by:
- Salary/Wages
- Interest earned
- Investment property rental income
- Share market and managed funds dividends, distributions, franking credits and capital gains/losses
- Small businesses
- Other sources Click to download a sample SFS Enhanced Individual Tax Report
Expenses broken down by:
- Personal expenses to claim like charitable donations
- Investment property expenses and depreciation in the proportion of ownership
- Investment loan interest
- Other investment costs
It's also easy to produce a report for any other tax entity such as a Company, Trust or SMSF showing the important tax information from investing across the various asset classes.
Streamlined Financial Solutions will set you up with the software and provide you with our proprietary tools to help simplify your finances.