Individual

Convenient tax returns

We make tax returns easy for you. We organise your returns in person, online and over the phone.

In order to begin processing an individual income tax return we need to know the following:

• Name
• Date of birth
• Tax File Number
• Phone and Email
• Address
• Employers
• Job title
• PAYG Payment Summary/Group Certificate. These should be available to us via the tax agent portal. You should not need to send these through.
• Any expenses or other information can be attached for review.

Have these details ready when you contact us and decide which way you would like us to prepare your return.