02 September 2014

"Why Big Tax Refunds could be 1 of the 7 Deadly Sins" Article by Tina Zawila

By now, you must have heard about the huge tax refunds being received.  And you may know who you should get to do your tax return, because they will get you the biggest refund.

Some of what we have heard and even seen lately, has been nothing short of astonishing. What is really alarming is that most taxpayers have never even considered, that by signing their income tax return to claim a tax refund, rebate or offset that they were not legally entitled to, they are committing Refund Fraud.  And yes, that is a Tax Crime and it is illegal.
Now don’t get us wrong, at Sothertons Gladstone, we are all for minimising tax and maximising refunds legitimately, within the parameters of the tax legislation, however, we will not be party to fraudulent claims.
We were asked to review an individual income tax return this week because the taxpayer received a $70 tax refund in 2013, but he’s due to receive a tax refund of over $5,000 for the 2014 year.  He thought this seemed strange and so sought a second opinion.  What we found was that over $14,000 in deductions had been claimed and the taxpayer really couldn’t explain what these deductions were, let alone able to substantiate them.  He didn’t even receive a full copy of his return.  He had put his complete faith in the registered agent preparing his return to determine what deductions he should claim.
The problem with having “complete faith” in someone else to do your return, is that it is YOU who will be required to repay any over-claimed tax, along with substantial penalties and interest, not the preparer of your return.
So our recommendation to all taxpayers is to be sure they are using a reputable, registered tax agent, and that they fully understand their income tax return and the deductions, rebates and offsets claimed.   Do not be afraid to ask questions or ask for an explanation.
At Sothertons Gladstone, we are experienced Chartered Accountants and Registered Tax Agents, call us on 07 4972 1300.
 
 

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