Employees
PAYG income, work-related deductions, private health and HECS-HELP, all checked against your ATO income statement.
- Work-related expenses
- Working from home deductions
- Vehicle & travel claims
Individual Tax Return
Individual tax returns, done properly
Salary and wage earners, sole traders, investors and landlords — we prepare and lodge your return with every deduction you are entitled to.
Why clients choose us
- Registered Tax Agent Lodging with the ATO on your behalf
- FIPA Public Practice Fellow of the Institute of Public Accountants
- Mon – Fri, 9:00 – 5:30 Melton South office & online appointments
Overview
Maximise your refund — legally
Your tax return is more than a form. Small details such as work-related expenses, home office running costs, rental property depreciation and the timing of capital gains can make a real difference to the result.
As a Registered Tax Agent we review your situation each year, check your ATO pre-fill information, and explain the outcome before anything is lodged.
- Salary & wage earners
- Sole traders (ABN income)
- Capital gains on shares & property
- Investment & rental property
- Work-related deductions
- Prior-year and late returns
Registered Tax Agent
Lodging directly with the ATO
What’s Included
Individual Tax Return
Sole Traders
Business income and expenses reported correctly in your individual return, with advice on record keeping and PAYG instalments.
- Business schedule
- Motor vehicle logbook method
- PAYG instalments
Investment Property & Capital Gains
Rental schedules, depreciation and capital gains calculations when you sell shares, crypto or property.
- Rental income & expenses
- Depreciation schedules
- CGT discount & cost base
How It Works
Getting started is simple
From first conversation to lodgement, we keep the process clear and on time.
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1
Book a free appointment
Choose a time online or call us. Meet in Melton South, by phone or by video.
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2
Share your documents
We send a simple checklist so you know exactly what to bring.
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3
We prepare & review
Your registered tax agent prepares everything and explains the outcome.
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4
Lodged with the ATO
We lodge on your behalf and keep you on track for next year.
Got Questions?
Frequently Asked Questions
Common questions about our Individual Tax Return service.
If you lodge yourself, the deadline is 31 October. When you are on a registered tax agent's client list before that date, you can usually access a later lodgement date under the tax agent lodgement program.
Your income statement details, bank interest and dividend statements, receipts for deductions, private health insurance details and any rental property or share sale records. Download our checklist from the Forms page.
Yes. We can review your lodgement history with the ATO, prepare overdue returns and, where eligible, ask for penalties to be reduced.
Ready to get your tax and accounts sorted?
Book a free first appointment with a Registered Tax Agent. In person at Melton South, by phone or online.