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Tax & Business Services Basics: Getting the ‘I’ return right

Recorded live 21 Feb 2025
Tax concepts

$190.91 +GST

Audience

This training is recommended for:

  • Accountants working in public practice
  • All practitioners working with tax
Audience

Learning outcomes

On completion, participants will be able to:

  • Conduct a client interview - what to say and what not to say
  • Recognise and managing ATO target areas
Learning outcomes

Relevancy

This webinar was presented live 21/02/2025.

Relevancy

CPD hours

If claiming CPD hours, this course provides 2 Legislated CPD hours, the breakdown is as follows:

  • Tax (financial) advice: 2 CPD hours
CPD hours

So, you think you know everything about ‘I’ returns? We cover the gaps and pitfalls to make sure those tax returns are done correctly. What drives your manager insane and what you should be picking up.

  • Conducting a client interview – what to say and what not to say
  • Preparing an ‘I’ return – with particular attention to trouble spots such as:
    • Understanding income from different investments (e.g., managed funds)
    • What happens when your clients cross borders?
    • Rental property tips and target areas including deductions that are now limited and what the ATO is targeting
    • Legally maximising deductions – what clients can claim & when you are pushing the boundaries
    • Travel expenses – when you can use the Commissioner’s daily rates
    • Claiming car expenses
    • Self-education deduction amendments and the ATO’s new guidance
    • Working from home deductions – why using the ATO’s fixed rate isn’t as easy as it used to be
    • When can a deduction be claimed against an allowance
  • Recognising and managing ATO target areas
  • When a deduction can be claimed for business losses
    • Contrasting the rules for individuals and partnerships with those for companies and trusts (including the loss-carry back rules)

 

Registration to this event includes:

  • 2 hour (est.) on-demand event
  • 3 month access to Q&A embedded webinar recording after purchase
  • Reference notes
  • Exercises and exercise answers
Karen Vella round

Presented by

Karen Vella
Tax Training Team Leader
TaxBanter

This webinar is presented by our partners at Knowledge Shop.

Terms and Conditions
Each education service purchase is for your use only and accessible through your individual account. Each live online education service will be provided with a unique session ID to join which cannot be disclosed, forwarded, or distributed to any other individual without Accurium’s written consent. No other individual will be authorised to access your education service unless that individual has purchased the education service and a unique session ID has been provided to that individual. In the event of unauthorised access due to the actions of the intended recipient, Accurium may suspend or cancel the access for the intended recipient any additional individual(s) may be held liable for additional fees associated with the unauthorised access to an education service. Accurium reserves the right to charge any unauthorised individual(s) who access your education service. In the unlikely situation that a live education service is cancelled we will refund you the full cost of your purchase. If a live service is postponed, we will provide written notification to you and reschedule the education service. Your original ticket will be valid for the rescheduled date. We will also provide the recording and associated materials if you are unable to attend the education service live at the new date/time. If you are unable to attend the education service live at the new date/time, you may request a refund of the moneys paid by contacting Accurium directly, with all requests to be considered on a case by case basis by Accurium in its absolute discretion. The General Terms and Conditions can be accessed here.
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