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Alignment between accounting and tax results

Last updated 3 July 2023

Financial information, tax reconciliation and working papers

For entities we are reviewing, provide the following documents relating to the last 2 income years:

  • a statement of comprehensive income with notes
  • a statement of financial position with notes
  • the detailed calculations reconciling accounting profit to taxable income
  • the working papers which support the calculation of any capital (CGT) gain or loss, including details of          
    • the applicable CGT event
    • whether a roll-over has been chosen
    • any CGT discount or concessions that have been claimed.

For more information go to Tax governance

QC63760