Sydney (02) 8358 3036Adelaide (08) 8269 1004
Personal tax

Individual tax returns, done properly

A registered tax agent prepares and lodges your return, checks every deduction you're entitled to, and explains the result clearly.

Why use a tax accountant for your return?

A simple return can be straightforward. But many people have income or expenses that make their tax affairs more complex, and getting them wrong can cost you a refund or lead to an ATO review. You'll get real value from an accountant if you have:

  • Sold shares, property or crypto (capital gains tax)
  • Trust distributions, including from managed investment trusts
  • An employee share scheme
  • Rent from an investment property
  • Work-related expenses, a home office, car or travel costs
  • Income from more than one job, contracting or overseas sources

What's included

  • Review of your income: salary and wages, dividends, interest, trusts, rental and capital gains
  • Every deduction you're entitled to, with the records you need to support it
  • Rental property schedules and depreciation
  • Capital gains tax calculations for shares, property and crypto
  • Electronic lodgment and a clear explanation of your outcome

Lodgment deadlines

If you lodge your own return, it's generally due by 31 October. If you're a client of a registered tax agent before that date, you can usually lodge later under the agent lodgment program. Talk to us early if you're running late.

Download our deductions checklist

Not sure what to bring? Read our tax return documents checklist.

FAQ

Frequently asked questions

When is my tax return due?
If you lodge yourself, your return is generally due by 31 October. As a client of a registered tax agent, you can usually lodge later — but you need to be on our client list before 31 October.
What do I need to bring?
Your income statement (in myGov), bank interest, dividend and managed fund statements, rental property records, details of any shares or property sold, and receipts for work-related expenses. See our full checklist.
Can you do my return if I live outside Sydney or Adelaide?
Yes. Most of our individual clients send their documents securely and we can meet by phone or video.
Are your fees tax deductible?
Generally, the cost of managing your tax affairs, including a tax agent's fee, can be claimed as a deduction in the following year's return.

Talk to a registered tax agent

Book a consultation in Parramatta, in Prospect, or online.