Individual tax returns

Simple, accurate returns for individuals and sole traders, lodged on time with the ATO.

Individual tax returns

Individual/Sole Trader Tax Return

Simple, accurate tax return preparation for individuals and sole traders. We help maximise your eligible deductions while ensuring your return is prepared correctly and lodged on time with the ATO.

Includes

  • Salary and wage tax returns
  • PAYG income statements
  • Work-related deductions
  • Interest and investment income
  • Medicare levy adjustments
  • Electronic ATO lodgement

Optional Add-ons

  • Rental property schedules
  • ABN Income
  • Capital Gains Tax (CGT) calculations
  • Dividend and crypto and shares reporting
  • Prior year amendments
  • Tax planning and advice
Preparing an individual tax return

BAS/IAS Lodgements

Stay compliant with confidence. We prepare and lodge accurate BAS and IAS statements while managing your GST and PAYG obligations, helping keep your business compliant and your records up to date.

Includes

  • BAS & IAS preparation and lodgement
  • GST registration, reconciliation and reporting
  • PAYG withholding and instalment reporting
  • Review of business income and expenses
  • GST coding checks
  • ATO electronic lodgement and compliance support
  • Lodgement reminders and reporting assistance

Optional Add-ons

  • BAS amendments and prior period corrections
  • Catch-up BAS lodgements
  • Payroll & STP reconciliation
  • Xero and MYOB support
  • ATO correspondence and payment plans
  • Cash flow reporting and management insights
  • Bookkeeping training and software setup
Sorting records for BAS and IAS lodgement
150+ Clients served 7+ Years of experience
Questions

About this service

How quickly can you get started?

Most engagements can begin within a few days of our first call. We'll confirm what we need from you and get moving straight away.

What information do you need from me to begin?

It depends on the service, but generally we'll ask for recent statements, prior lodgements, and access to your accounting software if you have one. We'll send a clear checklist once we speak.

What if I'm already behind on my lodgements?

That's common, and we can help. We'll get you caught up and liaise with the ATO on your behalf where needed, including payment plans if that's relevant.

Do you work with clients outside Adelaide?

Yes, we work with clients across Australia. Most communication happens by phone, email and video call, so location isn't a barrier.

What happens on the discovery call?

We'll talk through your situation and what you need help with. No pressure, just a straightforward conversation about how we can help.

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