Basic Tax Returns

starting from $99

 

  • PAYG Certificate
  • Private Health Statement
  • 2 Other items



Book Appointment

Tax + CGT

starting from $149

 

  • PAYG Certificate
  • Private Health Statement
  • 2 Other items
  • Capital Gains Calculation


Book Appointment

Tax + Rental


starting from $179


  • PAYG Certificate
  • Private Health Statement
  • 2 Other items
  • Rental Property Analysis


Book Appointment

Individual Tax Return

TAX logic has the expertise and experience to provide clients with effective taxation solutions. Our tax advisory and compliance professionals are highly skilled and focus on assisting clients in managing their taxation affairs and keeping up to date with legislative changes.

 

Need Help Preparing Your Individual Tax Return?

TAX logic will assist you with the income tax treatment of:

 

  • Rental Property Tax Treatmment
  • Managed Funds Trust Distributions (Annual Statements)
  • Share Trading Tax Treatment
  • Capital Gains Tax (CGT) Calculations
  • Dividend Reinvestment Schemes
  • Employment Termination Payments and Redundancy Packages
  • Work Related Tax Deductions
  • Spouse Rebates
  • Education Tax Refund (ETR)
  • Residency Status for Taxation Purposes

Whatever your tax query, TAX logic will take the time to work through your concerns, lodging your tax return accurately and on time, ensuring you have claimed the maximum tax deductions you are entitled to so that you can receive the highest tax refund possible.

 

What Documents Do I Need To Give You:

  • PAYG Payment Summaries
  • Details of any Allowances Received
  • Newstart / Youth Allowance Statements
  • Interest Income Details
  • Dividend Statements
  • Managed Funds Annual Statements
  • Rental Property Annual Summaries
  • Details of any Work Deductions you think are relevant
  • Private Health Insurance Annual Tax Statement
  • HECS / HELP Statement from the ATO
  • Copy of your Last Tax Return lodged (if available)
  • Tax File Number
  • Full Name
  • Cururent Address
  • Date of Birth
  • Job Description / Industry
  • Copy of Drivers Licence or Passport for Indentification Purposes

 

How Long Will It Take To Get My Tax Refund?

  • For Basic Tax Returns we try to complete your return the same day it is received
  • You should allow 10 days for the Tax Office to process your Tax Return and issue your Tax Assessment
  • We then deduct our Fee from your Tax Refund and transfer the balance of your tax refund into your Bank Account

 

Do My Tax !!!

Because TAX logic understand that it is not always possible to take time off from work to go see your Accountant, we offer 3 choices to "Do My Tax":

 

1. We Come To You - our mobile tax service means we come to you (home, office, or nice café if you know one)

2. You Come To Us - we'll prepare your tax return on the spot in-house

3. Online Tax Sevice - email us your tax documents as a pdf and we will call you to discuss

 

TAX logic are a team of mobile tax agents offering both business and after hours services for Income Tax Return Preparation.

 

All TAX logic tax agents hold either Chartered Accountant or CPA qualifications.

 

To book an appointment to have your tax return prepared call 9439 4722.