Property Tax
Investment property returns, including the rental schedule.
Who it suits
- Property investors with one or two rental properties
- Co-owners of an investment property
- Landlords tracking rental income, expenses and depreciation
What’s included
- Individual tax return including the rental property schedule
- Apportionment of jointly-held property
- Treatment of capital works and allowable deductions
- Review of depreciation schedule information you provide
- Review by a registered practitioner and lodgement with the ATO
What’s not included
- Property development, subdivision or construction
- GST on property transactions
- Self-managed superannuation fund property holdings
- Complex capital gains involving many disposals
- Foreign-owned or non-resident property arrangements
Document checklist
What to have ready
Gather these before we start. Upload them through the secure portal after booking — never by email.
- Rental statements from your property manager
- Loan statements and interest paid
- Council rates and water notices
- Strata fees, insurance and management fees
- Receipts for repairs and capital improvements
- Depreciation schedule (if you have one)
- Purchase contract and settlement statement
- Sale contract and settlement statement (if sold)
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 property tax
Ready to get started?
Book a phone or video consultation with the practice.