Individual tax returns
Preparation and lodgement support for accurate, compliant individual tax returns, including income, deductions, investment records, and rental property matters where relevant.
View Individual tax returnsWho we help
Tax help for individuals and families
For individuals and families, a good tax appointment starts with the right income, deduction, investment, and correspondence records. Professional Accounting can help review what applies before a return is prepared.
How support starts
Scope the matter before records are requested
The work may be straightforward salary income, or it may include work-related deductions, private health information, investment income, rental property records, or an ATO query. The appointment should identify what applies to the person, not assume every checklist item is relevant.
What the office can help review
- Annual individual tax returns
- Work-related deduction records
- Bank interest, dividends, and investment summaries
- Rental property information where applicable
- ATO letters connected to a personal return
Preparation checklist
- Income statements and payment summaries for the relevant year
- Receipts, logbooks, and notes supporting work-related deductions
- Private health, bank interest, dividend, and investment information
- Rental property records, purchase or sale documents, and ATO letters where relevant
Related services
Services connected to this situation
ATO correspondence and audit support
Help understanding ATO letters, information requests, review processes, and the documents needed for a response.
View ATO correspondence and audit supportTax planning and advisory
Clear advice before important decisions, including business structure, cash flow planning, tax timing, and record-keeping requirements.
View Tax planning and advisoryResources
Helpful reading before you contact the office
What to bring to your tax return appointment
A practical checklist for income statements, deductions, rental and investment records, and ATO correspondence — plus what the pre-fill does not cover.
Read resource
How to organise your deduction records before tax time
The deduction that gets denied is usually a records problem, not an eligibility problem. Here is how to sort yours so nothing legitimate is left out.
Read resource
What to do when you receive a letter from the ATO
Most ATO letters are routine. The worst outcomes come from ignoring them or responding without records — here is how to read one calmly and act.
Read resourceOther pathways
Accounting support by client type
Individuals
Personal tax return support, deduction guidance, rental property records, and ATO correspondence help.
Small businesses
Accounting, BAS, bookkeeping, payroll, and tax support for small business owners and sole traders.
Companies & trusts
Company, trust, SMSF, ASIC, payroll, and advisory support for more structured affairs.
Questions
Individuals questions
Can the office tell me what to bring before the appointment?
Yes. Contact the office with the general type of return or issue, and the practice can confirm the common records to bring.
Can I claim every receipt I have?
Not necessarily. Deductions depend on your circumstances, the expense, and the supporting records reviewed by the accountant.
Should I include sensitive identifiers in the enquiry form?
No. Use the form for contact details and a general description only. The office can confirm the appropriate document process after contact is made.
Merrylands office
Ready to discuss your tax or accounting matter?
Send an enquiry or call the office to arrange an appointment. If you are contacting us about a tax return or BAS, include the type of work you need help with and any upcoming deadlines.
Suite 2, Level 1, 204 Merrylands Road, Merrylands NSW 2160
Open Monday to Friday, 9:00 AM – 6:00 PM