Received your login for your Income Assessment but don’t know where to start? Here are some tips to get you started!
Complete your worksheet(s)
You should have received some worksheets with your login details. These will guide you through all of the farm production data we ask you for. We recommend completing these before you start your online form.
Have your details handy
We are going to need some details about you and your farm, so have these handy: Trading Name, ABN, Contact Name, Email Address and Phone Number.
Have your accountant details handy
We are going to need some contact details for your accountant: Company, Contact Name, Email Address and Phone Number.
Have your financials ready
We are going to ask you or your accountant to supply copies of your Financial Statements, Tax Returns and Cashbooks (general ledgers). If you wish to supply these files yourself please have them ready to upload.
Which financials will you need?
We ask for Financial Statements, Tax Returns and Cashbooks:
- For New Clients this will be for each of the following financial years: 2020, 2019, 2018, 2017 and 2016.
- For Season Update clients this will be for each financial year since their last Income Assessment.
- For all clients we ask for your 2021 financial year-to-date cashbooks (1 July 2020 to current date).
Secure your Information
We strongly recommend you take the time to reset your password for our application when you first login. This means no one else will know your password and it ensures the privacy and security of your data.
Get it done
All Data Collection must be completed by 1 July 2021. If you submit your data after this date we will not be able to complete your Income Assessment for 2020.
Ask for help
If you have any questions or get stuck on anything Agri-Analytics are just a phone call away! You can also contact us via email.