Individual Tax Return

Our qualified and registered tax agents have the knowledge to walk you through the tax refund process with ease. We offer accounting services and tax advice to help you understand how the tax laws apply to your situation and help minimise your tax liability by maximising your deductions.

Our comprehensive deduction questioners capture each and every deduction you are entitled to based on your occupation.

Income

  • PAYG Payment Summary (Employment)
  • Allowances / Tips / Director’s Fees
  • Employer Lump Sum Payment
  • Centrelink / Pension Income
  • Annuities / Superannuation Lump Sum Payments
  • Interest Amounts & Tfn Credits
  • Dividend Statements
  • Employee Share Schemes
  • Partnership & Trust Distributions
  • Business Income
  • Capital Gains / Losses – Property / Shares
  • Foreign Income
  • Rental Property Income

Other Items To Consider

  • Help (Higher Education Loan Program) / HECS
  • SFSS (Student Financial Supplement Scheme)
  • Child Support Agency Liability
  • Net Medical Expenses Offset
  • Health Insurance Statement
  • PAYG Instalment Credits
  • Other Offsets & Tax Credits
  • Reportable Fringe Benefits Amount

General Tax Deductions

  • Work-related motor vehicle expenses (log book may be required)
  • Work-related travel expenses (travel diary may be required)
  • Work-related clothing & laundry expenses
  • Work-related self-education expenses
  • Other work-related expenses (see below)
  • Interest & Dividend Deductions
  • Gifts & Donations
  • Tax-related expenses (includes tax agent fees, travel to tax appointment)
  • Un-deducted Purchase Price-Pension / Annuity

Specific Deductions

  • Income Protection Insurance
  • Union Fees
  • Home Office Expenses
  • Seminars / Courses / Conferences
  • Overtime Meal Expenses
  • Briefcase
  • Tools & Equipment
  • Depreciation on work-related assets
  • Calculator / Electronic Organiser
  • Computer Costs (includes repairs & printing costs)
  • Software
  • Memberships & Subscriptions
  • Telephone / Mobile Phone / Internet
  • Bank Fees (e.g. re: deductible purchases)
  • Interest Expenses (e.g. re: deductible purchases)
  • Sun Protection Items (e.g. sunscreen, safety glasses, protective gloves)
  • Reference books / Journals / Trade Magazines

Packages

  • Essential
  • $200
  • Plus GST
  • Essential, plus…
  • Income from Salary & Wages
  • Interest, dividends, and
  • Government payments up to $25,000
  • Private health insurance offsets
  • Deductions greater than $300 and all tax offsets *
  • {{content-9}}
  • {{content-10}}
  • Investor
  • $300
  • Plus GST
  • Essential, plus…
  • All types of income, including 1 rental (except business)
  • Interest, dividends, and
  • Government payments up to $25,000
  • Private health insurance offsets
  • Deductions greater than $300 and all tax offsets *
  • {{content-9}}
  • {{content-10}}
  • Sole Trader
  • $400
  • Plus GST
  • Investor, plus…
  • ABN income / Sole trader
  • Interest, dividends, and
  • Government payments up to $25,000
  • Private health insurance offsets
  • Deductions greater than $300 and all tax offsets *
  • {{content-9}}
  • {{content-10}}

*ATO requires that you keep accurate records of your expenses, such as receipts and other written evidence if your expenses exceed $300

**1 investment property included. $100 for each additional investment property.

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