Tax Returns

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Do you need help with your tax return?

 

Greenhalgh Pickard’s expert team of tax accountants are available to tackle your 2022/23 tax return, ensuring compliance while helping you get the maximum tax refund possible!

 

Greenhalgh Pickard can handle all types of tax returns, including:

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Individuals
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Trusts
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Companies
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Cryptocurrency
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Small Business
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Sole Trader
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Self-Managed Superannuation Funds
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Estates

Individual tax returns start from $175.00 for a Simple Tax Return that includes an appointment with an accountant.

To help you be prepared for your tax appointment, read through our Tax Checklist.

 

Assistance with claims over multiple years, where required, is also possible.

The Australian Taxation Office (ATO) required individual tax returns to be lodged by the end of October unless using a registered tax agent. If the tax return deadline is missed, it’s vital your return is lodged ASAP.

Individual income tax return checklist

 

The handy tax return checklist below will help you prepare for your appointment with a Greenhalgh Pickard tax accountant. Please bring relevant documentation relating to the following, including receipts for potential deductions and vehicle logbooks, as applicable to you.

Income

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Ensure PAYG Payment Summary is issued by Employer
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Centrelink pensions & allowances
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Superannuation lump sum payments
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Eligible termination payments
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Bank interest (all including term deposits)
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Share dividend statements
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Managed fund income statements
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Capital gains from sale of property or shares (provide contracts and settlement statements)
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Rental property income
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Insurance payouts

Deductions

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Motor vehicle expenses (kilometres traveled for work)
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Work-related travel
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Work-related clothing (uniforms or occupation-specific and protective clothing) and laundry
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Self-education expenses such as university or TAFE course fees
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Work-related deductions (tools of trade, mobile phones, computers or tablets, software, stationery, union fees, books and trade journals etc)
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Working from Home expenses
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Seminars or conferences attended
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Sun protection
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Work-related registration and licenses
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Work-related registration and licenses
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Interest and dividend deductions (broker fees, loan interest, seminars, programs etc)
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Donations
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Tax agent fees and travel
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Rental property expenses
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Income protection insurance

Offsets & Other

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Private Health Insurance Rebate
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Spouse/invalid rebates
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Superannuation contributions for yourself or spouse
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Family Tax Benefits

Bank Account Details for Tax Refund Purposes

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BSB
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Account Number

If you wish to book an appointment with a tax accountant for the purpose of preparing your tax return, call (07) 5444 1022 today.

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If you are interested in meeting with an accountant or lawyer regarding your business or commercial interests, please fill out the form to book an appointment or call (07) 5444 1022