RESOURCES

We aim to exceed our clients expectations and provide true value for money services.

JANUARY 2021

 

15 January

  • Lodge tax return for taxable large/medium entities as per the latest year lodged (all entities other than individuals), unless required earlier.

  • Payment for large/medium entities with a 15 January due date is:

    • 1 December 2020 – for companies and super funds

    • For trusts – as stated on their notice of assessment.

     

  • Lodge tax return for the taxable head company of a consolidated group (including a new registrant) that has a member who has been deemed a large/medium entity in the latest year lodged, unless the return was required earlier. Payment was due 1 December 2020.

 

21 January

  • Lodge and pay quarter 2, 2020–21 PAYG instalment activity statement for head companies of consolidated groups.

  • Lodge and pay December 2020 monthly business activity statement except for business clients with up to $10 million turnover who report GST monthly and lodge electronically.

28 January

  • Make quarter 2, 2020–21 super guarantee contributions to funds by this date.
     

31 January

  • Lodge TFN report for closely held trusts if any beneficiary quoted their TFN to a trustee in quarter 2, 2020–21.

FEBRUARY 2021

21 February

  • Lodge and pay December 2020 monthly business activity statement for business clients with up to $10 million turnover who report GST monthly and lodge electronically.

  • Lodge and pay January 2021 monthly business activity statement.

28 February

  • Lodge tax return for non-taxable large/medium entities as per the latest year lodged (except individuals).

  • Lodge tax returns for new registrant (taxable and non-taxable) large/medium entities (except individuals).

  • Lodge tax return for non-taxable head company of a consolidated group, including a new registrant, that has a member who has been deemed a large/medium entity in the latest year lodged.

  • Lodge tax return for any member of a consolidated group who exits the consolidated group for any period during the year of income.

  • Lodge tax return for large/medium new registrant (non-taxable) head company of a consolidated group.

  • Lodge and pay Self-managed superannuation fund annual return (NAT 71226) for new registrant (taxable and non-taxable) SMSF, unless they have been advised of a 31 October 2020 due date at finalisation of a review of the SMSF at registration.

  • Lodge and pay quarter 2, 2020–21 activity statement for all lodgment methods.

  • Pay quarter 2, 2020–21 instalment notice (form R, S or T). Lodge the notice only if you vary the instalment amount.

  • Annual GST return – lodge (and pay if applicable) if the taxpayer does not have a tax return lodgment obligation.

  • Lodge and pay quarter 2, 2020–21 Superannuation guarantee charge statement - quarterly if the employer did not pay enough contributions on time.

MARCH 2021

 

21 March

  • Lodge and pay February 2021 monthly business activity statement.

31 March

  • Lodge tax return for companies and super funds with total income of more than $2 million in the latest year lodged (excluding large/medium taxpayers), unless the return was due earlier.

  • Lodge tax return for the head company of a consolidated group (excluding large/medium), with a member who had a total income in excess of $2 million in their latest year lodged, unless the return was due earlier.

  • Lodge tax return for individuals and trusts whose latest return resulted in a tax liability of $20,000 or more, excluding large/medium trusts.

     

 
 

RESOURCES

 

TFN Declaration Form                            2019 Individual Income

                                                                Tax Return Checklist

Individual Income Tax Rates 

ATO CALCULATORS

Individual Non-Business                            Fuel Tax Credit

 

 

GENERAL LINKS

 

COMPLIANCE

 

ATO


ASIC


SUPERANNUATION

Small Business Superannuation Clearing House

ACCOUNTING

CPA Australia

 

 

 


ABR  

 

 

 

 

 

 


NSW OSR  

OTHER

Centrelink

 

 

 


Medicare

 

 

 

 

 


Child Support

 

SOFTWARE

XERO

 

Xero Fact Sheet                              Welcome to Xero - Youtube - https://www.youtube.com/watch?v=X-88wS75EeI

MYOB

MYOB Factsheet                               MYOB Online Software - Youtube - https://www.youtube.com/watch?v=ejyRg0FATko

MYOB Website