Tax Accountant in Cherrybrook — Local Office & Appointments

Yes. Rohan Manokaran is a Chartered Accountant (CA ANZ member 266544) and a registered Tax Agent with the Tax Practitioners Board (Registration 25523469). All returns are prepared under our registered tax-agent obligations and lodged via the ATO Online Services for Agents portal.

For most Cherrybrook clients a tax engagement covers: scoping the income shape (PAYG, ABN, investment, rental, foreign income), preparing the relevant return(s), reconciling against ATO prefill data, mapping deductions against ATO substantiation rules, calculating any tax offsets, lodging the return, and managing any subsequent ATO correspondence. For business clients it extends to BAS, company / trust returns and director-pay structuring.

Indicative fees: individual tax returns from $550 incl. GST; company or trust returns from $2,200 incl. GST; SMSF compliance from $3,300 incl. GST. Every engagement is quoted in writing after a short scoping call, so the quote reflects your actual complexity rather than a sticker price.

Yes. The rental schedule is part of the individual return; we don't unbundle it. Depreciation schedules from a registered quantity surveyor are honoured if you have one, and we'll flag where a schedule would change the position materially.

Yes. CGT events — sale of an investment property, sale of shares, sale of a business — are scoped into the return at engagement and worked through with the relevant cost-base and discount rules. Where the transaction is still pending we flag the indicative position so there are no 30 June surprises.

For most individual returns: payment summaries / income statements, last year's notice of assessment, bank interest and dividend statements, rental property income and expense summary, share-trading or investment platform reports, any CGT-event paperwork, and details of any deductible expenses (with substantiation). For business returns: signed-off financial statements, the trial balance, supporting workpapers and prior-year return.

For most salaried households, mid-to-late July onwards — by then ATO prefill usually carries your income statement, bank interest, dividend and health fund data, which shortens the appointment and reduces amendment risk. Clients on our tax-agent lodgement program generally have due dates extending beyond the 31 October self-lodger deadline; your date is confirmed at engagement.

Keep a contemporaneous record of the hours you actually work from home — a diary, roster or timesheet, not a tax-time estimate — plus receipts for expenses you incur. The ATO allows more than one calculation method, and which one your records best support is worked out inside the return rather than defaulted for everyone.

Usually, yes. Spouse details flow into both returns, and items such as the private health insurance rebate, the Medicare levy surcharge and any family-related offsets are tested on combined income. Preparing the two returns in the same sitting keeps those figures consistent and avoids the mismatch letters the ATO issues when spouse details disagree between lodgements.

Standard individual returns are typically lodged within 5–10 business days of receiving complete information. Company, trust and SMSF returns take 2–4 weeks depending on complexity. Lodgement times are quoted at engagement and a milestone update is issued at the half-way point.