Home/Individual tax returns
Salary · Investments · Rental · Overseas incomeIndividual Tax Return Services Across Australia
Employee, investor, retiree or several years behind — your individual return prepared by a registered tax agent, reconciled against ATO pre-fill data and lodged electronically for a fixed fee.
One return, every source of income on it
An individual tax return is never just a salary figure. Interest, dividends and franking credits, rental income, foreign income, capital gains, lump sum payments and business or ABN income all belong on the same return, and each has its own schedule and its own set of rules.
Every year the ATO pre-fills much of that data — employer payments, bank interest, dividends, private health cover and government payments. We reconcile your documents against the pre-fill before lodging, because a return that quietly omits a pre-filled figure is the quickest way to receive an ATO review letter.
Deductions are where a return is won or lost. Work-related expenses, self-education, tools and clothing, home office, vehicle use, donations, income protection insurance and the private health rebate are checked against the current ATO rules, not against what was claimable two years ago.
What to send us
You do not need everything in order before you contact us. Send what you have and we will tell you exactly what is missing — rebuilding a year of records from bank feeds is routine work for us.
Income statements
Your income statement from every employer, plus Centrelink statements, superannuation lump sums and any foreign pension or employment income.
Investment and rental records
Dividend and distribution statements, broker annual tax reports, crypto exchange summaries, and the agent's annual statement for each rental property.
Deduction evidence
Receipts and invoices for work-related claims, a logbook or diary behind vehicle and home office claims, and records for donations over $2.
Health and family details
Your private health insurance statement, your spouse's income details, and the dates any dependent children were with you.
Prior year return
Last year's return and notice of assessment, plus your previous accountant's details if you would like us to request the handover file.
A fixed fee, lodged electronically
A standard individual tax return is $90 plus GST, quoted before we start. If the return needs rental, business or capital gains schedules, we tell you the fee for those before the work begins, so the invoice never arrives as a surprise.
Turnaround is usually one to two days once we have everything. You check and approve a draft, sign electronically, and we lodge with the ATO the same day — most refunds then land within a fortnight.
If you would like the fee paid out of your refund, say so when you send your documents and we will set up the deduction. We also handle late and prior-year returns, and can apply for remission of failure-to-lodge penalties where there are grounds.
Individual tax returns — frequently asked
Ready to lodge your individual return?
Start the secure online form in a few minutes — it takes about ten minutes and you can send documents afterwards. Or send us an enquiry and we will confirm the fee first.