Individual Tax Returns
We prepare individual tax returns in an efficient manner that maximises your refund. We specialise in tax returns involving rental properties, capital gains, and cryptocurrency.
Taxation
Some of the benefits of lodging your tax return with Smartax:
- Extended Lodgement Deadline (until May the following year)
- We maximise your refund or minimise your tax payable
- Accuracy of Lodgement
- Capital Gains Advice & Calculations
- Investment Property Advice
- Tax Planning
What You Will Need
To maximise your appointment like we maximise your tax refund, you'll need to bring a few documents with you.
- Your PAYG Payment Summaries (if they haven’t already been sent to the ATO by your employer)
- Eligible termination payments
- Interest earned from bank accounts
- Share dividend statements
- Annual tax statements from trusts managed investments, property and cash management trusts
- Income and expenses from investment properties
- Business income and expenses
- Foreign income
- Capital Gains from sale of shares, property etc
Please see our Client Checklist here and bring along any additional information for the deductions you selected ‘yes’ to.
Please ensure you bring your ID, your TFN (new clients only) and your BSB and Account Number for your refund to be credited to.
Work with us in 3 easy steps
Book an Appointment
Choose a time that suits you using our online booking system.
Tax Return Preparation
We will prepare your tax return with the information you provide.
Tax Return Lodgement
We will lodge your tax return and the ATO will credit your refund and send you your Notice of Assessment within a week or so.