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 support for rental property owners
Rental property tax work depends on accurate records for income, interest, repairs, rates, insurance, agent fees, and any purchase or sale events during the year.
How support starts
Scope the matter before records are requested
Property records can be spread across agent statements, bank accounts, loan documents, strata notices, council rates, repair invoices, insurance policies, and settlement documents. Bringing the full set helps the accountant understand what applies.
What the office can help review
- Rental income and expense records
- Loan interest and agent statement review
- Repairs, rates, strata, insurance, and property cost information
- Capital gains records where a property was sold
- ATO questions about rental property claims
Preparation checklist
- Annual agent statements and rent received records
- Loan interest statements, council rates, water, strata, insurance, and land tax details where applicable
- Repair, maintenance, depreciation, and purchase cost records
- Settlement statements, sale contracts, and improvement records if the property was bought or sold
Related services
Services connected to this situation
Tax planning and advisory
Clear advice before important decisions, including business structure, cash flow planning, tax timing, and record-keeping requirements.
View Tax planning and advisoryATO correspondence and audit support
Help understanding ATO letters, information requests, review processes, and the documents needed for a response.
View ATO correspondence and audit supportResources
Helpful reading before you contact the office
Rental property tax records every owner should keep together
The value in rental records sits in two places: not missing deductions spread across many providers, and getting the repairs, improvements, and capital gains records right from day one.
Read resource
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
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
Rental property owners questions
Are all property expenses deductible?
No. Treatment depends on the expense type, timing, property use, and supporting records. The accountant should review the documents before a position is taken.
What if the property was only rented for part of the year?
Bring dates, usage details, income records, and expenses for the full year so the accountant can review the apportionment issue.
Can you help after a property sale?
Bring purchase and sale contracts, settlement statements, cost records, improvement records, and prior tax information so the capital gains position can be reviewed.
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