Individual Tax return

The Process – Preparing and Lodging Your Tax Return
Simply gather together all of your relevant financial information for the financial year (1 July – 30 June), and send it to our office by e-mail, fax or post. or make an appointment to bring the information.

Once the return has been prepared, we send it to you for approval or make an appointment to meet and
finalise the return. Once signed by yourself the return is lodged electronically with the Australian Taxation Office.


WHAT INFORMATION TO SEND OR BRING WITH YOU:

 
Individual Tax Return

  • Copies of your prior year tax returns ( FOR NEW CLIENTS ONLY)

  • PAYG Summaries (Group Certificates)

  • ETP Summaries

  • Summary of income and expenses as per checklist


Individual Tax Return Checklist

Checklist Individual.pdf Often, we will identify some additional information we require, in order to optimise the result for your tax return.