INDIVIDUAL TAX RETURN

Call us, let’s do it over the phone and email

PACKAGES

  • Base Package – Salary & Simple Deductions From $180 (Ex. GST)

    Salary/Wages with standard work-related deductions

  • Tier 1 – Rental Property From $280 (Ex. GST)

    Salary/Wages
    1 Rental Property (interest, depreciation, agent’s fees, strata, etc.)
    Add $100 + GST for each additional rental property

  • Tier 2 – Investments & Capital Gains From $380 (Ex. GST)

    Salary/Wages
    1 Rental Property - $100 + GST per rental property
    EITHER Cryptocurrency, Shares Trading, ETF Trading, or CGT calculation on asset sales
    Add $100 + GST for each additional investment type

  • Tier 3 – Business / Gig Income From $480 (Ex. GST)

    Salary/Wages
    Property - $100 + GST per rental property
    Investments - $100 + GST per investment
    Sole Trader or Gig Income (Uber/Uber Eats/Other)
    Includes simplified business schedule & GST reporting (if applicable)

  • Tier 4 – Full Package (Comprehensive Return) From $580 (Ex. GST)

    Salary/Wages
    Multiple Rental Properties
    Cryptocurrency Transactions
    Share & ETF Trading
    Capital Gains Tax
    Business Income (sole trader, ABN,
    Uber, Uber Eats, Contractor) From $580 + GST (depending on transaction volume & complexity)

ADD-ONS

  • Base Package – Salary & Simple Deductions From $150 (Ex. GST)
  • Bookkeeping/Crypto CSV clean-up From $250 (Ex. GST)
  • Complex Trust/Partnership Distribution inclusion From $120 (Ex. GST)
  • Priority 48-hr turnaround +20% surcharge

Spend a little to save a lot…

Less than 30% of people actually lodge their own tax return.
  • We are a team of trained accountants who will check and review them before we lodge them to the ATO.
  • We will maximise your tax refund or reduce your tax payable.
  • We will identify additional area for extra deductions which can increase your tax refund.
  • We are a registered tax agent and governed by TPB.
  • Our professional fee is fixed and reasonable with no hidden fee.

⦁ If you will receive a tax refund this year, no fee is required until the ATO issues your tax return.
⦁ No extra fees for Employee Termination Payment.
⦁ Rental schedules cost only $88 per invested property.
⦁ Small business or sole trader tax returns fee is only $250 per year.

⦁ The due date for individual tax returns through eTax and myTax is 31 October.
⦁ Through a registered tax agent, the concessional due date for individuals, trusts and partnerships is 15 May.
⦁ However, if you have outstanding late tax returns, you won’t get that extension.

⦁ Income/Earning Documents
⦁ PAYG Payment Summaries or Group Certificates
⦁ Bank Interest Details
⦁ Government Payment Summaries (Pension, Austudy Allowance, Newstart Allowance etc.)
⦁ Payment Summaries from Centrelink
⦁ Superannuation Lump Sum/Income Stream Statement
⦁ Dividend Received Statements
⦁ Share Statements
⦁ Partnership & Trust Distribution Statement
⦁ Managed Fund Statements
⦁ Capital Gains Details – Investment Property or Shares Sold (Purchase Price &; Sale Price)
⦁ Foreign Sourced Income and Pensions
⦁ Sole Trader (ABN) Income & Expenses Details
⦁ Investment Property Income (provided by your property agent)
⦁ Deductible Expenses (Tax receipts, tax invoices etc)
⦁ Motor Vehicle Expenses/km travelled
⦁ Travel Expenses
⦁ Compulsory Uniform, Protective Clothing, Occupation Specific Clothing, Dry Cleaning
⦁ Self-Education Expenses
⦁ Other Work Related Expenses
⦁ Asset Purchase Details – Computer, Tools, Equipment, etc
⦁ Investment Property Related Expenses
⦁ Loan Interest Statement
⦁ Donations to Charity Organisations
⦁ Cost of Tax Affairs (Accountants Fee, etc.)
⦁ Income Protection Insurance Premiums
⦁ Superannuation Contribution If Self Employed
⦁ Other Documents
⦁ Medical Statement
⦁ Private Health Fund Statement

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Level 15, Grosvenor Place 225 George Street, Sydney

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