Individual Tax Returns
Did you know that you no longer need to come into our office to speak to an accountant to get your return lodged?
You can of course still make an appointment to come into the office, or simply send us your paperwork or drop it in. We can complete your tax return and then contact you with any more questions.
What do I need to provide to get my tax lodged?
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Updated contact details if any changes have been made
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If you have a childeren/spouse – their name and tax file number
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Rental Property details
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Receipts for any work related deductions – uniform, donations, tools of trade, union fees etc.
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Work related Self-education expenses
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Details of Motor Vehicle if used for work – make, mode, engine size or log book
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Tax Agents fees from last year
The Tax agent may ask for furhter information
Useful Resources
To maximise your outcomes from the ATO, we have also created a Detailed Tax Guide and Tax Return Checklist. Best read over a cuppa or a vino...
Welcome to the end of the 2024/25 Financial Year! Now is a great time to read up on what has changed since last year. As always there are more changes and some golden rules to get your deductions right. Review our detailed tax guide then complete the accompanying tax checklist to ensure we achieve the best possible outcome.
Proactive Tax & Business Services have prepared a Tax Checklist to assist you to gather all the essential information required to prepare and lodge your tax return including income, work related expenses and other deductions. This document is ideally designed for a paperless workflow and can be downloaded, completed on screen in PDF form, saved and sent via email.