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Assessment Instructions Statement of Advice 1 - Prepare a tax return for an entity (Australian private company) (10 marks for technical and calculation accuracy and

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Assessment Instructions Statement of Advice 1 - Prepare a tax return for an entity (Australian private company) (10 marks for technical and calculation accuracy and relevance and 10 marks for writing style; refer to marking rubric for more guidance.) In your current role, you are responsible for providing taxation services to individual/business clients. You conducted an initial meeting with two (2) clients (Julia and John Smart, both Australian residents) to obtain and document all the relevant information which is required to prepare the relevant tax documentation. Both Julia and John are directors of Smart Solutions Pty Ltd, an Australian resident private company with a corporate tax rate for imputation purposes of 30% for the 2021/22 income year. The clients have requested that you evaluate their tax position and provide recommendations relating to income tax liability and the optimum tax treatment. Smart Solutions Pty Ltd sells coffce machines using accrual basis accounting for tax purposes. Receipts and payment details as at 30 June 2022 are as follows (ignore GST and small business concessions). Notes Note 1) All sales during 2022 income year were on credit. Account receivable halanres worn ae followo Note 2) Dividend income received by Smart Solutions Pty Ltd for the year included: - On 30/8/2021, a dividend of $3,600 received from Australian Bank Ltd (an Australian resident public company for tax purposes) franked to 60%. - Dn 28/2/2022, an unfranked dividend of \$5,120 from Lowest Lid (an Australian resident public company for tax purposes) Note 3) All inventory purchases during 2022 tax year were on credit. Account payable and inventory balances were as followe Note 4) As per the ledger balances on 30 June 2022, Superannuation payable for June quarter was amounted to $1,727. The payment is due by 28 July 2022 Note 5) As per the ledger balances on 30 June 2022, PAYG instalment liabilities payment and payable information are as follows. 24/8/2021 PAYG instalment paid for June quarter 3021_ $86025/11/2021 PAYG instalment paid for September quarter 2921$1,450 28/2/2022 PAYG instalment paid for December quarter 2021$1,45026$/2022 PAYG instalment paid for March quarter 2022$1,450 June quarter 2022 was amounted to $1,450. The payment will be paid on 25 August 2022. Note 6) The tax refund was paid on 25 February 2022. Note 7) The motor vehicle (Toyota Hatchback) was used to deliver coffee machines. Both directors wish to use the taxation effective life to depreciate the machine. Required 1) John wishes to minimise the income tax for 2021/22. Calculate Smart Solutions Pty Ldd's net tax liability in respect of the income that it derived in the tax year 2021/22. 2) Advise assessability of receipts and deductibility of payments with explanations (Sales, Dividend income, Trading Stock, PAYG withholding, PAYG instalment, Superannuation guarantee, fringe benefits, Dividend paid and motor vehicle purchase). Include section numbers and/or cases in your explanations

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