Individual Tax Returns
Whether you're an employee, investor, landlord, or managing a side business — we make your tax return straightforward.
Who is this for?
Our individual tax return service covers Australian residents earning income from employment, investments (shares, managed funds, ETFs, crypto), rental properties, capital gains events, or a side business. If your tax situation involves more than one employer, or you're simply unsure what applies to you, we're happy to work through it together — no situation is too complicated.
What's included
- Income from all employment sources (salary, wages, allowances)
- Investment income — shares, managed funds, crypto, ETFs
- Rental property income and all deductible expenses
- Capital gains events (property, shares, crypto)
- Work-related expenses and deductions
- Medicare levy and Medicare Levy Surcharge calculations
- HECS/HELP repayment obligations
- Private health insurance rebate
- ATO correspondence and audit support
What to bring
- Photo ID (first-time clients)
- Income statements / payment summaries from all employers
- Bank interest summaries
- Dividend and managed fund statements
- Rental income and expense records, including depreciation schedules
- Work-related expense receipts
- Private health insurance statement
- Prior year tax return (first-time clients)
- Any ATO correspondence received during the year
Don't worry if you're not sure what applies to you — bring what you have and we'll work through the rest together.
Frequently asked questions
When is the tax return deadline?
Individuals lodging their own return face a 31 October deadline. Clients who lodge through a registered tax agent like Harvard Associates are generally eligible for an extended deadline — typically to 15 May of the following year, provided you engage us before 31 October. We'll confirm the exact deadline for your situation when you contact us.
How much does it cost?
Our fees depend on the complexity of your return. Contact us and we'll give you a clear quote before we start.
What if I have overdue returns from previous years?
We can help you lodge overdue returns. The ATO has voluntary disclosure programs and is generally receptive to taxpayers who come forward proactively. The key is not to wait — get in touch and we'll advise on the best approach for your specific situation.
I'm new to Australia. What do I need to know?
As a new resident, you'll need a Tax File Number (TFN), which you can apply for through the ATO. Your tax obligations depend on your residency classification, which affects which tax rates apply. We work with many clients new to the Australian tax system and can guide you through everything step by step.
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