01 / For individuals & sole traders
Individual Tax
Make sense of your tax return, with careful attention to your work, income and circumstances.
Who this is for
Support for your
next step.
For employees, professionals, freelancers and sole traders who want a clearer understanding of their Australian tax position.
A new role, more than one income source or an overdue return can make tax feel complicated. Start with what has changed, then work through the records and questions that matter.
Proposed scope — confirm before publication
What the support can cover.
01
Individual and sole trader tax returns
02
Work-related deduction and supporting-record reviews
03
Rental and investment income reporting
04
Prior-year returns and amendments
Where the scope stops.
Tax residency, overseas income and complex capital gains matters require an initial scope review. A deduction or refund cannot be promised before your circumstances and records are reviewed.
To get started
Bring the context.
We will discuss the detail.
— A summary of income sources and the years involved
— An outline of work-related expenses and available records
— Details of rental or investment activity, where relevant
— A brief description of any ATO correspondence
These are preparation prompts, not a request to upload sensitive records. Use the first enquiry to describe your situation.
How it works
A considered process.
A clearer way forward.
01
Tell us what you need.
Share a little about your situation, the question you want answered and any relevant timing.
02
Agree on the scope and fees.
Understand the work proposed, the information needed and the fees before deciding to proceed.
03
Get clear advice and ongoing support.
Work through the agreed steps, with explanations you can understand and further support where agreed.
No work begins until the scope, responsibilities and fees have been agreed.
Before we begin
A few useful answers.
Can I ask about an overdue return?
Yes. Begin by identifying the years involved and any ATO correspondence. The required work and next steps can then be assessed.
Will you tell me what records I need?
A tailored checklist can be agreed after an initial discussion. Please do not send TFNs, identity documents or full tax records through the website enquiry form.
A clear place to start
Let’s make your next
financial step clearer.
Tell us what you need help with. We can discuss the next step and the support that may suit your situation.