Tax Returns

Home » Accounting » Tax Returns

Do you need help with your tax return?

Greenhalgh Pickard’s expert team of tax accountants are available to tackle your 2019/20 tax return, ensuring compliance while helping you get the maximum tax refund possible!

Greenhalgh Pickard can handle all types of tax returns, including:

Z
Individuals
Z
Trusts
Z
Companies
Z
Small Business / Sole Trader
Z
Self-Managed Superannuation Funds
Z
Estates

Individual tax returns start from $165.00 for a Simple Tax Return that includes an appointment with an accountant.

We can offer Fee from Refund payment services for a small fee of $15.00.

To help you be prepared for your tax appointment, Read through our Handy Tax Checklist.

GP Tax Return Checklist

Assistance with claims over multiple years, where required, is also possible.

The Australian Taxation Office (ATO) required individual tax returns to be lodged by the end of October unless using a registered tax agent. If the tax return deadline is missed, it’s vital your return is lodged ASAP.

Individual income tax return checklist

The handy tax return checklist below will help you prepare for your appointment with a Greenhalgh Pickard tax accountant. Please bring relevant documentation relating to the following, including receipts for potential deductions and vehicle logbooks, as applicable to you.

Income

Z
Ensure PAYG Payment Summary is issued by Employer
Z
Centrelink pensions & allowances
Z
Superannuation lump sum payments
Z
Eligible termination payments
Z
Bank interest (all including term deposits)
Z
Share dividend statements
Z
Managed fund income statements
Z
Capital gains from sale of property or shares (provide contracts and settlement statements)
Z
Rental property income
Z
Insurance payouts

Deductions

Z
Motor vehicle expenses (kilometres traveled for work)
Z
Work-related travel
Z
Work-related clothing (uniforms or occupation-specific and protective clothing) and laundry
Z
Self-education expenses such as university or TAFE course fees
Z
Work-related deductions (tools of trade, mobile phones, computers or tablets, software, stationery, union fees, books and trade journals etc)
Z
Working from Home expenses
Z
Seminars or conferences attended
Z
Sun protection
Z
Work-related registration and licenses
Z
Work-related registration and licenses
Z
Interest and dividend deductions (broker fees, loan interest, seminars, programs etc)
Z
Donations
Z
Tax agent fees and travel
Z
Rental property expenses
Z
Income protection insurance

Offsets & Other

Z
Private Health Insurance Rebate
Z
Spouse/invalid rebates
Z
Superannuation contributions for yourself or spouse
Z
Family Tax Benefits

Bank Account Details for Tax Refund Purposes

Z
BSB
Z
Account Number

If you wish to book an appointment with a tax accountant for the purpose of preparing your tax return, call (07) 5444 1022 today.

The Legal & Accounting Services Firm

Greenhalgh Pickard Solicitors and Accountants is an innovative Queensland accounting firm and law firm, with clients predominantly living and working on the Sunshine Coast and on the Whitsunday Coast but with many clients also located throughout Queensland, interstate and even overseas.

With offices in Caloundra, Kawana, Coolum Beach and Airlie Beach, Greenhalgh Pickard takes pride in being trusted legal guides and financial business accountant advisers to clients everywhere.

Recent News

Here are some thoughts from us

QBCC Licensing Requirements – clearing up the confusion

QBCC Licensing Requirements – clearing up the confusion

In January 2019, the QBCC introduced the new Minimum Financial Requirements (MFR) regulation to help ensure building contractors in Queensland have a strong and financially sustainable business, with an adequate level of working capital. The goal has been to protect...

read more
Small Business Series: Business Structures

Small Business Series: Business Structures

I’m wanting to start a business – What’s the best business structure for me?   So you’re thinking of starting your own business? Congratulations, this is an exciting step! You probably have a lot of questions running around in your head – what’s the right...

read more
7 tips on managing your cash flow

7 tips on managing your cash flow

Helpful tips to manage your business cash flow   Surprisingly, cash flow is an often neglected area of business. Not only is cash flow important for the long-term survival of your business, but it will also help to maintain healthy working capital to see you...

read more

Contact Your Nearest Office

If you are interested in meeting with an accountant or lawyer regarding your business or commercial interests, please fill out the form to book an appointment or call (07) 5444 1022