INDIVIDUAL TAX RETURN
Call us, we will do it over the phone and email
1. Register Your Details
Simply fill out the secure online Tax Agent Form and to get things moving.
2. We will Call You
We’ll review your file and call you for a 5 minute interview.
3. Done!
You’ll receive an email with your complete Tax Return.
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
Associations and Accreditations
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