Staff taxation services
 A
positive way to add value
to your key employees
We will visit your offices and
bring taxation services to
your employees
 Download
the pdf brochure (pdf 430k)
Saward Dawson will come to your offices and meet staff in one-on-one
interviews to discuss their taxation requirements.
| 1. |
No need to make appointments and find time to
visit your accountant |
| 2. |
Discounted rates |
| 3. |
Priority processing with fast turn-around
times |
| 4. |
Maximisation of tax refunds |
| 5. |
Assurance that your tax affairs are being
managed by a team of experts who can provide sound and knowledgeable advice
on all areas of personal taxation |
How it works
A brief presentation: A senior accountant from Saward Dawson will
visit your office at lunchtime (or another convenient time) and conduct a
brief presentation for you and your employees, to introduce Saward Dawson
and outline the services we offer. This presentation is conducted at no
charge.
Scheduling appointments: We then organise a suitable day to come to
your office and conduct the staff tax interviews, booking time with each
individual to conduct the interviews. We will then contact each person
letting them know what they should bring to their interview.
One-on-one interviews: On the scheduled day a senior accountant will
visit your workplace to conduct the tax interviews. We will require use of a
small meeting room in order to maintain the privacy of your employees.
Completion and lodgement: We will give priority to completing your
staffs' tax returns. If need be, we will communicate directly with the
individuals at this stage, Once completed, the return will be lodged with
the ATO ensuring a quick refund if one is due.
Fees
Our services are offered at discounted rates for these services.
Companies/organisations may choose to make a contribution towards Saward
Dawson's fees for some key employees. In this case, the payments you make
would be tax-deductible to the business and would be exempt from fringe
benefits tax.
Our rates for each individual:
| Services |
Fee (excl. GST) |
Completion of standard tax
return including:
employment income
interest/dividends (up to 5 investments)
work-related expenses
motor vehicle usage; cents per km
donations |
$140 |
| Additional interest/dividends
(per 5 investments) |
$30 |
| Managed funds (per investment) |
$30 |
| Rental property - annual
summary provided |
$50 |
| Rental property purchase or
sale |
$150 |
| Business schedule |
$100 |
| Share reconstructions/sales |
POA |
Should you require a different level of service, please ask. We can tailor a
package to suit you.
To find out more
Our team of professionals can also offer ancillary services in other areas
such as financial planning and salary packaging.
For all enquiries, call Saward Dawson and ask for Samantha Keats
|
