Individual tax return
Wages, investments, shares and super income, with every deduction you are entitled to and nothing you are not.

What's included
- Your individual tax return, with income pre-filled from the ATO and checked against your records
- Work-related deductions, or the new $1,000 standard deduction where it gives a better result
- Interest, dividends, managed funds, foreign income and employee share schemes
- Private health insurance, Medicare levy and Medicare levy surcharge
- Distributions from your family trust or partnership, matched to the entity's return
- Partner review before lodgement, and your notice of assessment checked when it arrives
How it works
- 1Book a call and agree the scope and fee
- 2We send a short checklist and set up secure access
- 3Your account manager prepares the work
- 4A partner reviews it, and we go through it with you
- 5You sign, and we lodge
Questions
Common questions
General information only, not advice for your situation. Rules change; we check what applies to you.
Can I claim my home office?›
Usually, if you work from home. The fixed rate method covers energy, phone and internet per hour worked, and you need a record of your hours. We work out whether it or the new $1,000 standard deduction gives you more.
I own a company. Do I still need my own return?›
Yes. Your salary, dividends and any trust distributions are taxed in your hands, and we prepare your return alongside the company's so the figures match.
Can you fix mistakes in earlier years?›
Yes. We can amend earlier returns, generally within two years for most individuals, or four years in some cases.
Related
Tax return with ABN income
For sole traders and contractors: business income and expenses, assets, and the right PAYG instalments for next year.
Rental property schedule
Rental income and expenses, interest, depreciation and capital works, for each property you own.
Capital gains tax
Sales of shares, property, crypto and business assets, with the discounts and concessions applied correctly.
Talk to us about this service
Confidential · No obligation · Registered tax agent 26173619

