Personal and Business Tax Returns

Personal tax return and business tax return specialists

We are specialists in the preparation of:

  • personal tax return, and
  • business tax return: partnership, company or trust tax returns.

Also we can produce and lodge your Business Activity Statements (BAS) either on a monthly, quarterly or annual basis.

So, rest assured that we know how best to help you, whether you are lodging a personal tax return or a business tax return.

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Personal tax return checklist

For your convenience, we have put together a personal tax return checklist as a PDF file that you can easily download and print.

Click on the link to download it: Personal_Tax_Return_Checklist.

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Need advice?

We are also available for you to seek advice on the most appropriate way to handle your financial affairs from a tax perspective.

For example, sometimes, we find that a company structure will suit better someone in business where limited liability is important.

The reason for this is that:

  • individuals are taxed on a progressive scale with a tax free threshold, whereas
  • partnerships are not taxed in the same way – the partners are taxed on the share of the partnership income at the tax rate of a flat 30% on profit.


  • dividends paid to shareholders may be either franked (having a tax credit), or unfranked (no tax credit) applied to the distribution,
  • generally, a company pays a fully-franked dividend. This means that if $100 is paid to a shareholder it will have a tax credit of $42.86, and
  • a trust does not pay tax provided that all the profit is distributed to beneficiaries. It is the beneficiaries who will pay tax in their respective tax return.

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Documentation to prepare your tax return

The documentation we require to enable us to better prepare your tax return includes:

  • your full name, address, date of birth, tax file number,
  • your occupation description,
  • your PAYG summaries,
  • your rental property details: income and expenses,
  • your business name and ABN,
  • your expenses incurred to earn your income such as: uniform, tools, use of car, training courses, telephone, internet, and so on…
  • your spouse or partner name, date of birth, tax file number and taxable income,
  • your managed investment income,
  • your dividend income,
  • computer prints of your Profit and Loss, your Balance Sheet for business operators, or books of accounts if prepared manually,
  • your loan documentation for business equipment and motor vehicles,
  • your last year’s tax return, particularly where there are depreciation claims.

Note that not all items listed above will apply, but are listed as a guide only. We will explore other areas during our interview process, so that we can claim all the expenses you are entitled to.

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Contact us

Feel free to contact us to discuss your personal income tax return or your business tax return needs. We are here to help.

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