Tax Lodgement
Individual tax return — salary, rental property, shares, ABN income and overdue lodgement
Download the individual tax checklist first
The checklist is one of the most important preparation documents. Download the checklist that matches your income type and separate salary, rental property, CGT and ABN/GST records to reduce follow-up questions.
Common individual tax return fees
Different income structures require different records. Start with the relevant checklist, then we confirm the expected refund or payable before lodgement.
Salary, bank interest, dividends and common work-related deductions.
Includes one rental property schedule.
Additional properties from $129 each.
Includes standard individual tax items and suits small businesses below the compulsory GST registration threshold.
Usually involves GST lodgement and adjustment. Please contact us to confirm the scope.
GST, PAYG withholding and related items.
Capital gains tax calculation for a sold investment property.
CGT calculation for share disposals. Purchases are not charged.
The above are common individual tax fees. Multiple properties, large share portfolios, foreign income, complex CGT or overdue lodgements are quoted after scope confirmation.
Handled by accountants familiar with individual tax, rental properties and ABN income
Tax Way Accountants assists individuals with Australian tax returns, rental property tax, ABN income, dividends, foreign income and overdue lodgements. We review whether records are complete before confirming the lodgement outcome.
- CPA accountant support
- Registered Tax Agent
- NTAA member
- Mandarin and English service
- Scope confirmed first
A clear step-by-step process to reduce back-and-forth
- 01 Send documents or book a time
- 02 Review income, deductions and risk points
- 03 Confirm lodgement outcome and estimated refund or payable
- 04 Lodge through ATO systems
- 05 Follow up Notice of Assessment
Prepare these records before we start
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1
Income statement
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2
Work-related deduction evidence
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3
Rental property statements
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4
Shares, dividends, interest and foreign income
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5
ABN income, expenses and GST records
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6
Identity, TFN and bank details
Common pitfalls that can delay lodgement or setup
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1
Work-related deductions claimed without enough proof
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2
Foreign income not declared
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3
Repairs vs capital improvements treated incorrectly on rental properties
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4
Cash income or GST not declared can trigger ATO reviews
FAQs
How long does an individual tax return take?
When documents are complete, preparation usually takes a few business days. ATO refund timing depends on ATO processing.
Do I need to lodge if I do not expect a refund?
Lodgement depends on income, residency, visa and ATO requirements, not only whether a refund is expected.
Do I declare foreign income if it was not transferred to Australia?
Australian tax residents generally need to declare worldwide income even if funds were not remitted to Australia.
Ready to proceed? Send the documents first so we can confirm the scope
Please send the information listed in the checklist to simon.wang@taxway.com.au. If some records are missing, you can still send what you have first. We will confirm the gaps, scope and next steps.
Related services and articles
If you are still comparing structures, GST, ATO/ASIC compliance or ongoing tax obligations, these notes may help.
