2020 2021 Tax Time Checklist

With the end of the 2021 financial year upon us, we wanted to provide you with some useful checklists to help you collate all the information you need when you meet with us to prepare your tax return and financial statements (if applicable). 

Business Owners

Salary & Wage Earners

 When you meet with us this year, take the opportunity to discuss with your Accountant other matters we may be able to assist you with including:

Financial Planning – Are you time poor? Wanting to increase your cashflow, build your wealth, pay less tax and protect your assets? Are your retirement plans on target? Our financial planning team works with you to develop plans to get you where you want to be. 

Information Technology - Is your investment in Technology working effectively across your entire business? Are you getting value for money? Are you at a competitive advantage? Is your data secure and are you protected from being hacked? MGR IT can ensure your spend in technology is maximising its return on investment while minimising risk.

Hi Tech – Want to make and receive calls even without being connected to a wired network? Whether that be at your office, home on your computer or mobile phone, our cloud-based IP telephony solution provides businesses with a simple, cost-effective way to transition away from aging, expensive PBX solutions.

Superannuation – Want more control of how your superannuation is invested? Talk to us about how to best manage your superannuation fund. 

Audit – Is it time for your business to review your internal systems and gain efficiencies? Our audit team can help you get the most out of your business. 

We are looking forward to working with you during the 2021 financial year and contributing to your continued success.