Individual Tax Returns Made Simple

Secure online individual tax return preparation for employees, sole traders, rental property owners and investors across Australia, with your scope and price confirmed before preparation begins.

Tailored document checklist • Secure preparation • Review before lodgment

What I Review in Your Individual Tax Return

Your income, deductions and personal circumstances are reviewed together so the return can be prepared using the information and records you provide.

Income & ATO Pre-Fill

Salary and wages, government payments, interest, dividends and other income are compared with available ATO pre-fill information. You must still provide any missing or non-prefilled amounts.

Work-Related Deductions

Records for employment-related expenses are reviewed against your occupation and circumstances before amounts are included.

Private Health & Medicare

Private health insurance information, Medicare levy details, available exemption information and surcharge considerations are included where relevant.

Personal & Family Details

Relevant spouse, dependant, residency and family information is collected where it affects the preparation of your return.

Additional Income Schedules

Sole trader, rental property, investment, capital gains, cryptocurrency and foreign income schedules are added when included in the agreed scope.

Estimated Tax Outcome

You receive the completed return and estimated refund or payable amount to review before signing. The final result is issued by the ATO through your notice of assessment.

How Your Individual Tax Return Is Completed

01

INITIAL REVIEW

I review your Scope & Quote Organiser, identify the returns and schedules required and confirm your fee before work begins.

02

DOCUMENT COLLECTION

You receive a tailored checklist and securely upload the records needed for your circumstances.

03

PREPARATION & QUESTIONS

I prepare the return and contact you through the client portal if further information or clarification is required.

04

REVIEW & LODGMENT

After preparation and supervisory review, you review and sign the completed return before it is lodged.

Individual Tax Return Pricing

Simple Individual Tax Return

15% INTRODUCTORY DISCOUNT

FROM $187

STANDARD PRICE $220

Suitable for:

  • Salary and wages
  • Government payments
  • Bank interest
  • Straightforward dividends
  • Private health insurance
  • Spouse and dependant details
  • Standard work-related deductions

Individual Return With One Standard Schedule

FROM $319

Suitable for one of the following:

  • Rental property schedule
  • Sole trader business schedule
  • Investment or capital gains schedule where calculations are supplied
  • Foreign income schedule where calculations are supplied
  • Straightforward cryptocurrency activity where a complete tax report is supplied

Complex Individual Tax Return

FROM $550

Suitable for:

  • Complex or high-volume schedules.
  • Multiple business activities or rentals
  • Complex CGT or cryptocurrency activity
  • Extensive foreign or investment income
  • Records requiring substantial review or clean-up

All prices include GST. The introductory discount applies only to the Simple Individual Tax Return. The $319 starting price includes the standard $220 individual return plus one straightforward schedule from $99. Further straightforward schedules start from $99 each. Complex matters and incomplete records are quoted according to the work required.