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 2020/21 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
Cryptocurrency
Z
Small Business
Z
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.

Legal & Accounting Full Service Sunshine Coast Law Firm

 

Greenhalgh Pickard Solicitors and Accountants is an innovative, full service, Queensland law firm and accounting firm with 3 convenient law offices on the Sunshine Coast. Our clients predominantly live and work on the Sunshine Coast but we've many clients also located throughout Queensland, interstate and even overseas.

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

Whether you wish to make a Will, Enduring Powers of Attorney or Advanced Health Directive, need assistance to administer an estate, require a Binding Death Benefit Nomination, or you're planning on contesting a will. Lawyers from Greenhalgh Pickard can help.

 

 

 

6 Simple Ways to Reduce your Personal Tax Bill

6 Simple Ways to Reduce your Personal Tax Bill

Are you maximising your tax refund?   Whilst ‘tax time’ comes around once a year, effective tax planning should be considered year-round. Making tax planning a priority can result in you having a lower tax liability.Here are some ways you can...

Are you a victim of Elder Abuse?

Are you a victim of Elder Abuse?

  What is Elder Abuse? Elder Abuse is a complicated and emotionally sensitive area of law.   Let's talk about it.   Often victims of Elder Abuse are either, unaware that the actions against them constitute as elder abuse in the eyes of the law, or are too fearful...

Woop Woop it’s the sound of the police

Woop Woop it’s the sound of the police

Do you know your rights in a situation when Police attempt to search you or your property?   Consenting to a police search   You don’t have to consent to a police search. If the police ask you if you consent to a search, you can say ‘no’....

So you’ve decided to go out on your own?

So you’ve decided to go out on your own?

Everyone wants to be a business owner, capitalising on cash flow and quantum leaping into the lifestyle that comes with being your own boss. However, whilst this may sound like the natural progression for many tradies, there is plenty to consider...

Smarter ways to spend your tax refund

Smarter ways to spend your tax refund

"Woohoo! I'm getting a tax refund!" It’s the news we all want to hear because, let’s face it, no one wants a tax bill! So what’s the best way to use your tax refund? Before you race off to the shops and spend it all, consider some smarter ways to use your tax refund...

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