Individual Tax Returns
Maximise your refund. Skip the stress of tax time.
Book a Free ConsultationSubmit your tax returnTrusted by Australians for over 35 years
I've been using Simply Tax Solutions for around 14 years. They continue to look after my accountancy needs in a professional, reliable way, and their fees are very reasonable.
James Hancock
Prompt, and communication is excellent. Very happy with many years of service from Simply Tax Solutions.
Rob Lynch
A great choice as our tax agent. Gideon and the team are super friendly, always available to answer questions, and make organising tax so simple.
Alistair Ogden
$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
We send you a clear checklist and secure online upload links so you know exactly what to provide, from your income statement and bank interest to private health details and work-related receipts. Because we work in cloud accounting software like Xero and MYOB, sharing your records is quick and secure, with no rummaging at the last minute.
Your registered tax agent prepares your return, applies every deduction and offset you are entitled to, and double-checks the figures. We analyse your return for any tax savings and review it for anomalies that should be addressed before lodging, helping minimise your risk of an ATO enquiry.
Once you have approved your return, we lodge it electronically with the ATO and track it through to your assessment. If you have a tax bill and cashflow is tight, we can explore deferring payment or negotiating a payment plan with the ATO on your behalf.
Lodging your tax return shouldn't feel like a guessing game. We make the whole process simple, claim every deduction you're entitled to, and check your return carefully before it goes to the ATO. Straightforward or complex, our experienced tax accountants take care of it so you stay in control.
Registered tax agents
Full ATO authority, and clients on our list get extended lodgement deadlines.
A real family-run team
You deal with people who know your situation, not a call centre.
80+ years combined experience
Decades of helping Australians get their tax right.
Fair fees with no surprises and no hidden costs.
100% online, Australia-wide
Work with us securely from anywhere in the country.
One connected team
The same people look after everything, start to finish.
From simple PAYG returns to more complex ones with investments and side income, we prepare and lodge returns that are accurate, optimised, and stress-free. We also handle partnership, company, trust, and deceased estate returns, plus GST and other obligations where they apply.
We prepare your return, apply your deductions and offsets, and lodge it electronically with the ATO as your registered tax agent, once you've approved it.
We work through every work-related expense, self-education cost, donation, and offset you're entitled to, so you claim your full refund without overstating or risking an audit.
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.
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.
If you work for yourself, we prepare returns that include your business income and expenses, account for PAYG instalments and GST, and claim everything you're owed.
If you've got returns outstanding from previous years, we bring you up to date, manage the ATO communication, and can help arrange a payment plan for anything owing.
| 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 | Lodge your own return and it's generally due by 31 October. Through a registered tax agent like us, you usually get an extended deadline, often as late as 15 May, if you're on our client list before 31 October. |
| Work-related deductions | You can claim expenses directly related to earning your income, but the ATO needs records to substantiate them. We help you claim correctly and keep the evidence, 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 surcharge. We check whether either applies to you. |
| Outstanding or late returns | Haven't lodged in a few years? You're not alone, and it's fixable. We help you catch up in a structured, judgment-free way, handle the 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 this income and the related deductions are handled correctly, so your return is accurate and optimised. |
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.
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.
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.
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.
Yes. We handle rental schedules, interest and dividend income, and capital gains, so your investment income is reported correctly and tax-effectively.
Yes. We prepare individual returns that include your business income and expenses, account for PAYG instalments and GST, and claim everything you're owed.
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.
I have been dealing with Simply Tax for over 10 years. They have always and continue to be so professional and at the same time caring, which is very rare to find. I would have no hesitation recommending them to anyone.
Brett Tippett
Google review
Book a free consultation with our team and see how simple it can be, wherever you are in Australia.
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