Individual Tax
Salary & wage returns, prepared and lodged for you.
Who it suits
- Employees with salary, wages or PAYG income
- People with a single employer and straightforward deductions
- Anyone who wants a registered practitioner to review and lodge their return
What’s included
- Preparation of your individual tax return
- Review by a registered tax practitioner
- Lodgement with the ATO on your behalf
- Guidance on deductions relevant to your circumstances
- Support by phone or video throughout your return
What’s not included
- Complex capital gains across multiple asset sales
- Multiple investment properties or property development
- Partnership, trust or company distributions
- Sole-trader or business activity (see Sole Trader)
- Self-managed superannuation fund returns
Document checklist
What to have ready
Gather these before we start. Upload them through the secure portal after booking — never by email.
- Income statement / PAYG payment summary (or myGov record)
- Bank interest statements
- Dividend and distribution statements
- Private health insurance statement
- Receipts for deductions (work-from-home, uniforms, self-education)
- HECS/HELP statement
- Employer and personal super contributions
- Any rental property details (see Property Tax)
Never send your TFN or ID here. Do not enter your Tax File Number, identity documents, bank details or tax documents on this website or in any form. We’ll give you a secure portal link {{SECURE_PORTAL_URL}} to upload them safely.
Frequently asked
Questions about individual tax
Ready to get started?
Book a phone or video consultation with the practice.