Certificate of Individual Tax Preparation


Ensuring you have staff with sufficient technical skills ahead of the annual tax season is essential for doing the best job you can for your clients and ensuring they return to you next year. This course will place you ahead of the pack. Its content is among the most comprehensive and authoritative in Australia. As well as providing you with the best possible preparation, this course is a valuable addition to any CV.




Course Outline

    An introduction to Australian Taxation
        *     An overview of the Australian Taxation System and the ATO
        *     Who needs to lodge a return
        *     Due dates for lodgement
        *     The elements of the tax return
        *     The front cover

    Income
        *     Concepts of assessable, exempt and nonassessable income
        *     The income items of the tax return
        *     Payment summaries
        *     Allowances
        *     Lump sums
        *     ETP’s
        *     Government allowances
        *     Superannuation and pensions
        *     Personal services income
        *     Reportable fringe benefits
        *     Interest and dividends

    Supplementary Income (including capital gains)
        *     Partnerships and trusts
        *     Personal services income
        *     Net income or loss from business
        *     Deferred non-commercial business losses
        *     Net farm management deposits or withdrawals
        *     Capital gains – including frozen indexation and CGT discount methods
        *     Foreign entities
        *     Foreign source income and foreign assets or property
        *     Rental properties
        *     Bonuses from life insurance companies and friendly societies
        *     Other income

    Deductions
        *     Deductibility provisions and substantiation
        *     Work related deductions
        *     Depreciation calculations – including preparation of depreciation schedules
        *     Education expenses
        *     Interest and dividend deductions
        *     Other deductions

    The tax calculation
        *     Calculation of tax payable on taxable income
        *     Medicare
        *     Adjustments
        *     CreditsRebates and offsets
        *     Concepts of offsets vs deductions
        *     Spouse and housekeeper rebates
        *     Low income aged person rebates
        *     Super rebates
        *     Private health insurance
        *     Zone rebate
        *     Other rebates

    Family Tax
        *     Claim alternatives
        *     Rates and taxable income limits
        *     FTB worksheets

    Medicare
        *     Reductions and exemptions
        *     Calculations
        *     Senior Australians
        *     Medicare levy surcharge

    Other items
        *     Lump sum payments
        *     Demonstration of tax preparation software packages


» Prerequisites
None

» Assessment
On completion of this course, attendees will be provided with a Certificate of Participation.

» Duration
4 Days - 9:00am to 4:00pm.

» Cost
$1,299.00 (Inc GST) per person.
Send 2 or more people for only $999.00 each!

» Dates
Please note; this course is only held once a year in June and July.

» Registration
Dates to be advised.

» Can't Attend?
This course is now available on DVD for $699


» More Infomation
If you require more infomation please don't hesitate to contact us.