Tax Returns for Individuals and Businesses
Your return prepared and lodged by a TPB tax agent, with your income and deductions checked before anything goes to the ATO.
Who it is for
Employees with work-related expenses, sole traders, people with rental property or investment income, and business owners who need a business tax return lodged.
What is included
- Preparation and lodgement of your individual tax return
- A review of your income and deductions, such as work-related expenses and rental property costs
- Business tax returns for sole traders and other business owners
- Help with returns from earlier years that were not lodged
- Follow-up on your tax refund, and help arranging payment if you owe tax
- Plain-English explanation of what you owe or what to expect back
How it works
- 1
Message us
Tell us whether you are an employee, a sole trader, have rental or investment income, or run a business.
- 2
We tell you what we need
We list the records for your situation, then prepare your return and check it against what you told us.
- 3
You approve, we lodge
You review the return, we lodge it as your TPB tax agent and let you know it has gone in.
What to bring
Usually we only need the following. We confirm the exact list for your situation before we start.
- Income statements or payment summaries from your employers
- Details of any other income, such as bank interest, rent or investments
- Records of work-related expenses you plan to claim
- Private health insurance details, if you have cover
- Your last tax return, if you have it
Please do not send your tax file number or documents through this website. We tell you how to share them safely once we start.
Frequently asked questions
What should I have ready before we start?
Usually your income details and records of expenses you plan to claim. The list changes with your situation, so we confirm it when we speak.
Can I still lodge after 31 October?
Individual returns are generally due by 31 October, and TPB tax agents may be able to offer later lodgement dates. Check your own situation with us early.
Can you help with tax returns from earlier years?
Often yes. Tell us which years and we will explain what is needed and what to expect.
Do I send my TFN or documents through this website?
No. This website only takes your name, phone number and the service you need. We explain how to share anything else once we have spoken.
Ready to get started?
Call us or book a free 30-minute consultation. Or leave your details and we will call you back.
Also see: Bookkeeping and BAS · Business accounting and advisory · Payroll and superannuation · Contact