#tax2020 - at Davies, Thompson & Wright
Phone: 02 65 43 2766
Mail Us: PO Box 128 Muswellbrook
We know this year has been difficult. Your 2020 tax return doesn't need to be. We'll do your 2020 tax return via email/phone/mail – no visit to our office required*.
*New clients must make a time to come into our Muswellbrook office and provide their identification.
3 Simple Steps - tax2020
Update your Details
Checklist & Info
We Contact You
Phone or email our office & update your personal details:
address, phone, email, refund bank details.
Read our checklist.
When your tax info is ready (check your myGov) **
send your extra information to email@example.com
Email, mail or drop it in so we can start work on your tax return.
Our tax specialists will then be in touch, by phone, to go through your return.
We'll send it out for you to review and sign before we lodge.
tax2020 Checklist for Individuals
Use our tax2020 Individual Tax Return Checklist to determine the extra information we may need to complete your tax return. We will access your information direct from the ATO, however this is not always complete and up-to-date (especially in July and August). So it's always best to send us your original documents to cross-check with.
2020 What's New
NO PAPER COPY of Your PAYG Payment Summary (Employer Group Certificates):
Most employers report your wages information directly to the ATO - by the end of July 2020 via Single Touch Payroll (STP), so your employer is not obliged to give you an end-of-year payment summary. When your end-of-year payment summary is finalised by your employer at the ATO it will be identified as 'Tax ready' in your myGov.
**You should wait until it says 'Tax ready' before asking us to complete your return.
The ATO should send a notification to your myGov inbox when all your income statements are 'Tax ready'.
NO PAPER COPY of Your Annual Health Fund Statement (NIB, BUPA, HCF etc):
Your health fund will automatically send your private health insurance policy info to the ATO in July 2020.
WORKING FROM HOME:
The ATO have a simplified COVID hourly rate method for home office expenses from 1/3/2020. You must keep a record of the number of hours you have worked from home.