Individual Tax Returns

Individual Tax Returns for Australians

Maximise your refund. Skip the stress of tax time.

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$18,200

Tax-free threshold: Australian residents pay no income tax on the first $18,200 they earn

15 May

Extended lodgement deadline often available when you lodge through a registered tax agent like us

2%

Medicare levy most taxpayers pay on top of income tax. We check what applies to you

Lodging your individual tax return should not feel like a guessing game. We make the whole process simple, claim every deduction you are entitled to, and check your return carefully before it goes to the ATO. Whether yours is a straightforward return or something more complicated, our experienced tax accountants take care of it so you stay in control.

  • Every work-related deduction you are entitled to, claimed correctly
  • Maximise your tax refund with every offset and rebate applied
  • Returns reviewed for anomalies to reduce your risk of an ATO enquiry
  • Registered tax agents with extended lodgement deadlines
  • Returns for individuals, families, investors, and sole traders
  • Secure online document upload through cloud accounting software like Xero

Individual Tax Return Facts for Australians

Tax-Free Threshold. Australian residents pay no income tax on the first $18,200 they earn. Above that, 2025-26 resident rates step up at 16%, 30%, 37%, and 45% as income rises.

Lodgement Due Dates. If you lodge your own return it is generally due by 31 October. When you lodge through a registered tax agent like us, you usually qualify for an extended deadline, often as late as 15 May the following year, provided you are on our client list before 31 October.

Work-Related Deductions. You can claim deductions for expenses directly related to earning your income, but the Australian Taxation Office (ATO) requires records to substantiate them. We help you claim correctly and keep the evidence you need, so you get your full entitlement without overstating.

Medicare Levy and Surcharge. Most taxpayers pay the 2% Medicare levy on top of income tax. Higher earners without adequate private hospital cover may also pay the Medicare levy surcharge. We check whether either applies to you.

Outstanding or Late Returns. Have not lodged in a few years? You are not alone, and it is fixable. We help you catch up in a structured, judgment-free way, handle ATO communication, and get you back on track.

Rental and Investment Income. Rental income, interest, dividends, and capital gains all need to be reported. We make sure investment income and the related deductions are handled correctly so your return is both accurate and optimised.

What Our Individual Tax Return Service Includes

From simple PAYG returns to more complex situations with investments and side income, we prepare and lodge individual tax returns that are accurate, optimised, and stress-free. We also prepare partnership, company, trust, and deceased estate returns, and handle GST and other taxation obligations where they apply.

Tax Preparation and Lodgement

Our tax preparation covers the whole job. We prepare your individual tax return, apply your deductions and offsets, and lodge it electronically with the ATO as your registered tax agent. You approve it before anything is submitted.

Deduction Maximisation

We work through every work-related expense, self-education cost, donation, and offset you are entitled to, so you claim your full tax refund without overstating or risking an audit.

Return Review and Risk Checks

Before lodging, we review your return for anomalies and red flags that could trigger an ATO enquiry, so you can lodge with confidence that everything is in order.

Rental and Investment Returns

For property investors and shareholders, we handle rental schedules, interest and dividend income, and capital gains so your investment income is reported correctly and tax-effectively.

Sole Trader Returns

Working for yourself? We prepare individual returns that include your business income and expenses, help you account for PAYG instalments and GST, and claim everything you are owed.

Prior Year and Catch-Up Returns

If you have returns outstanding from previous years, we bring you up to date, manage communication with the ATO, and where needed help arrange a payment plan for any amount owing.

Individual Tax Returns Across Australia

Based in Redland Bay, Brisbane, we prepare individual tax returns for clients across Queensland and all of Australia. Our secure online systems mean we can look after your return wherever you live, with the same personal service.

Frequently Asked Questions

When is my individual tax return due?

If you lodge yourself, it's generally due by 31 October. Lodge through us as your registered tax agent and you usually get an extended deadline, often as late as 15 May the following year, as long as you're on our client list before 31 October.

What can I claim as a work-related deduction?

You can claim expenses directly related to earning your income, as long as you have records to back them up. We work through every deduction, self-education cost, and offset you're entitled to, so you claim your full entitlement without overstating.

I haven't lodged in a few years. Can you help?

Yes, and you're not alone. We help you catch up in a structured, judgment-free way, handle the ATO communication, and where needed arrange a payment plan for anything owing.

Do you handle rental property and investment income?

Yes. We handle rental schedules, interest and dividend income, and capital gains, so your investment income is reported correctly and tax-effectively.

Can you do my return if I'm a sole trader?

Yes. We prepare individual returns that include your business income and expenses, account for PAYG instalments and GST, and claim everything you're owed.

Do I need to come in, or can it be done online?

It can all be done online. You upload your documents securely, we prepare and review your return, you approve it, and we lodge it with the ATO. We work with clients right across Australia.

Ready to get your tax sorted?

Book a free consultation with our team and see how simple it can be, wherever you are in Australia.

Book a Free Consultation