Taxation Services
Individual Tax Returns
Whether you're a salaried employee, contractor, investor, or earning from multiple sources, PHC & Associates prepares your individual tax return accurately and efficiently — identifying every deduction you're entitled to and ensuring full ATO compliance. We take the stress out of tax time so you can focus on what matters most.
1000+
Clients Advised
CPA
Certified
Monthly
Board Packs Delivered
What's Included
Everything Handled for You
Preparation and ATO lodgement of your individual tax return
Identification of all eligible deductions and tax offsets
All income types — salary, investments, rental, business, foreign
Capital gains tax (CGT) calculations and reporting
Review of prior year returns to find missed deductions
Late lodgement and ATO correspondence management
Post-lodgement support and follow-up
Extended lodgement deadline via registered tax agent
Documents Required
What to Bring
Please have the following ready before your appointment — it helps us get started faster and ensures nothing is missed.
Personal Details
- Tax File Number (TFN)
- Date of birth and residential address
- Bank account BSB & account number
- Private health insurance statement
- Spouse's income details (if applicable)
Income Documents
- Income statement / PAYG payment summary
- Bank and savings interest statements
- Dividend and distribution statements
- Rental property income records
- Government payment summaries (Centrelink etc.)
Deductions & Expenses
- Work-related expense receipts (tools, uniforms)
- Home office expense records
- Vehicle logbook or kilometre records
- Self-education and training receipts
- Charitable donation receipts
- Income protection insurance premiums
Sole Trader & ABN
- ABN and business name details
- Total business income received (invoices or bank records)
- Business expense receipts and records
- BAS lodgements for the year (if registered for GST)
- Stock on hand value at 30 June (if applicable)
- Business vehicle logbook or kilometre records
- Home office records (if working from home)
Investment & Other
- Share purchase/sale records for CGT
- Rental property statements & depreciation schedule
- HECS/HELP balance (if applicable)
- Foreign income details
- Prior year tax return (new clients)
How It Works
Your Step-by-Step Roadmap
Six straightforward steps from booking to post-filing peace of mind.
Book Appointment
Book online or call us. We'll confirm what documents you need to bring.
Submit Documents
Send documents securely via our client portal or bring them in person.
We Prepare Your Return
Our team reviews everything and prepares your return, maximising your refund.
Review & Approve
We walk you through the return and get your approval before lodging.
ATO Lodgement
We lodge directly with the ATO. Refunds typically arrive within 2 weeks.
Post-Filing Support
We're available if the ATO has questions — and to plan ahead for next year.
Why PHC & Associates