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:
Individuals
Trusts
Companies
Small Business / Sole Trader
Self-Managed Superannuation Funds
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.
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
Ensure PAYG Payment Summary is issued by Employer
Centrelink pensions & allowances
Superannuation lump sum payments
Eligible termination payments
Bank interest (all including term deposits)
Share dividend statements
Managed fund income statements
Capital gains from sale of property or shares (provide contracts and settlement statements)
Rental property income
Insurance payouts
Deductions
Motor vehicle expenses (kilometres traveled for work)
Work-related travel
Work-related clothing (uniforms or occupation-specific and protective clothing) and laundry
Self-education expenses such as university or TAFE course fees
Work-related deductions (tools of trade, mobile phones, computers or tablets, software, stationery, union fees, books and trade journals etc)
Working from Home expenses
Seminars or conferences attended
Sun protection
Work-related registration and licenses
Work-related registration and licenses
Interest and dividend deductions (broker fees, loan interest, seminars, programs etc)
Donations
Tax agent fees and travel
Rental property expenses
Income protection insurance
Offsets & Other
Private Health Insurance Rebate
Spouse/invalid rebates
Superannuation contributions for yourself or spouse
Family Tax Benefits
Bank Account Details for Tax Refund Purposes
BSB
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.
Greenhalgh Pickard’s tax accountants
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.
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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