Individual Taxation
Individual Tax Returns in Melbourne
A careful, personal approach to your annual tax return — so you claim what you're entitled to, keep the right records and lodge with confidence.
Overview
How we can help
Your tax return is more than a once-a-year form. Done properly, it reflects your whole financial year: employment income, investments, rental properties, work-related expenses and any changes in your circumstances.
We review your information thoroughly, ask the questions that uncover what's relevant, and explain clearly what can and cannot be claimed — so there are no surprises later.
What's Included
Our individual tax returns service
Employment income
Income statements and pre-filled ATO data reviewed against your own records.
Deductions
Work-related, self-education, donation and income-protection claims, supported by records.
Rental properties
Rental income, expenses, interest and depreciation schedules.
Investments and capital gains
Dividends, managed funds, shares, crypto and property disposals.
Overdue returns
Help bringing prior years up to date, one year at a time.
Amendments
Correcting a previously lodged return where something was missed.
Good to Know
Key things to know
Official sources
- 01
Lodgement deadline
If you lodge your own return, it's generally due by 31 October after the financial year ends on 30 June. Taxpayers who engage a registered tax agent before 31 October may have access to a later due date.
- 02
Pre-filled information
Employers, banks and other organisations report information to the ATO. It's usually available from late July — waiting until your income statement is marked 'tax ready' helps avoid amendments.
- 03
Keep your records
You generally need to keep records supporting your return for five years from the date you lodge it.
- General information only, current at the time of writing. Rules change — please confirm how they apply to you.
FAQs
Common questions
General information only. Your circumstances may differ — contact us for advice specific to you.
What should I bring to my tax appointment?
Typically your income statements, bank interest, dividend and managed fund statements, private health insurance details, receipts for work-related expenses and rental property statements. We'll send a checklist tailored to your situation.
Can you help if I haven't lodged for several years?
Yes. Bringing overdue returns up to date is often less daunting than people expect. We'll help gather what's needed and work through each year in order.
Do you prepare returns for couples and families?
Yes. Preparing returns for a household together helps make sure items like private health insurance, dependants and jointly owned investments are treated consistently.
Enquire
Ask about individual tax returns
Tell us briefly what you need. We'll reply to arrange a time to talk and confirm the fee before any work begins.