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Tax Return for Individuals

We will prepare your personal Tax Return to the highest professional standard to ensure you get the maximum benefit. We will advise what deductions you can and cannot claim and will help you identify other legally allowable deductions.

We also assist our individual clients with Tax Planning and Tax Minimisation strategies.

We provide Tax Return preparation and Tax Advisory services for Individual clients, including:

  • Salary and Wage earners
  • Rental Property owners
  • Share Portfolio and Managed Funds Investors
  • Small Business Operators (Sole Traders)
  • Providers of Personal Service (PSI)
  • Foreign and Temporary Residents
  • High-Net-Worth Individuals

All Tax Returns we prepare are carefully checked by the Partner before being sent out for signature.

Face-to-Face Appointments Optional

If you are an individual with more complex tax affairs (business income, significant investments, CGT events, multiple entities) , we do recommend that to make an appointment for face-to-face discussion, so that we can learn more about your situation to be able to identify tax planning opportunities.

However, in most cases, appointment will not be necessary to complete your tax return! You can submit your Tax Return information electronically by using one of the options below.

Make an Appointment

Submit Your Tax Return Online

Save time and energy by completing Individual Tax Return Checklist online. The web form questionnaire will only ask you to provide information relevant to your circumstances based on the options you select. You will not be required to complete information that is already available on the ATO Prefilling Report.

When you complete your answers, the form will give you a list of documents you will be required to provide to us. You can either upload your documents at the same time or send them to us later.

Start Your Tax Return Online

Complete Tax Return Checklist in Excel

If you prefer to submit your Tax Return Information by email or by file sharing services, you have an option to complete our Tax Return Checklists in Excel format.

Download Tax Return Checklists in Excel