I tried doing my own tax return on ETax 2009 - think I'll leave it to the experts this year, might try again next year after seeing how they prepare it.
But for now. Was wondering - If you have an accountant to do your tax return. How do you present your trading activities to them?... in excel? I'm wanting to get it so it is easily read to send to the accountant.
I've downloaded the Comsec confirmed notes (into Excel) and it seems it is all the info they would need... buy/sell/brokerage both ways/trade date/settlement date. I'll probably just create some totals at the bottom. I'll post my own spreadsheet tomorrow to get some comments from ASF members. Maybe it'll suffice.
To mods. Can I mention the business name of an accounting company, wanted to see if anyone has past dealings with them and wanted some feedback?