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Action points, issue 4618

02 October 2017
Issue: 4618 / Categories: For Action

Put your client admin into motion.

  • If you have clients likely to be eligible for simple assessment make sure they are aware of the 60-day deadline for appeal and that they should send their tax calculation to you to check.

 

  • One of the reasons for the taxpayer’s late tax return in O’Neill was dilatoriness on the part of the adviser. Encourage your staff to ask for help if they are unsure of something to prevent delays in dealing with clients’ affairs.

 

  • Rebasing of foreign assets is available only to individuals who become deemed domiciled in April 2017 but they must have claimed...

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