Individual
Individual tax returns.
Returns prepared carefully and lodged on time, whether yours is straightforward or has a few moving parts.
Overview
Tax returns for individuals, prepared carefully and lodged on time. We work through every income source, deduction and offset so the return reflects your actual position rather than a rushed estimate.
Straightforward returns are welcome, and so are the more involved ones: several income sources, investments, a rental property, or a few years that need catching up on before anything else can move forward.
What this covers
- Salary, wages and multiple income sources
- Work related deductions and offsets
- Dividends and other investment income
- Rental and investment income
- Prior year and outstanding returns
What to have ready
- Your income statement or payment summaries for the year
- Bank interest, dividend and managed fund statements
- Receipts or records for work related expenses
- Private health insurance statement, if you hold cover
- Rental property records, if you own one
- Details of any asset sold during the year
Worth knowing
Lodging through a tax agent changes your deadline.
Individual returns are generally due by 31 October when you lodge them yourself. Clients on a registered tax agent's list before that date usually fall under the agent's lodgement program, which allows a later due date. Getting on the list early is what preserves that extra time.
Who this is for
Employees
One job or several, with the deductions that go with the work you actually do.
Investors
Dividends, managed funds, rental property or a disposal during the year.
Sole traders and contractors
Business income reported through your individual return.
Anyone behind on lodgements
Prior year returns brought up to date, in order.
Get in touch
Let's get your tax sorted.
Whether you're lodging your tax return or looking for ongoing business support, GBTax is here to help.
Send an enquiry and we'll come back to you to arrange a time, or email info@gbtax.com.au.