Individual Tax Returns in Sydney

Get Your Tax Return Done Right with an Experienced Tax Agent in Sydney

Are you an Australian resident looking to file your individual tax return? At Tax Logic we offer expert tax return preparation and filing services tailored specifically for individuals across Sydney and surrounding suburbs. Whether you’re a salaried employee, self-employed, a retiree, or someone with multiple sources of income, our tax agents will ensure you get the most out of your tax return.

Navigating through tax laws can be confusing, but with our expert team, we make the process easy, straightforward, and hassle-free. We specialise in a wide range of individual tax return services, ensuring you pay only what’s necessary and claim all the deductions you’re entitled to.

Our Individual Tax Return Services

Our tax agents in Sydney provide comprehensive services for individual taxpayers, including:

• Individual Tax Returns
• Rental Property Tax Returns
• Self-Employed Tax Returns (Sole Traders)
• Capital Gains Tax (CGT) Returns
• BAS and GST Reporting for Small Businesses
• Late and Multiple Tax Returns
• Tax Planning & Advisory

Whether you have a straightforward income source or more complex financial arrangements, we’ll work with you to maximise your tax refund or reduce your tax liability.

Income: What You Need to Report

Income is the foundation of your tax return. Here’s a breakdown of the common types of income you’ll need to report:

• Salary and Wages - Income Summary, Tax Withheld, Allowances, ETP
• Sole Trader ABN Income - Business Income, ABN Earnings, Business Expenses, GST Reporting
• Rental Income & Expenses - Property Income, Rental Deductions, Depreciation Claims, Negative Gearing
• Superannuation Income: Superannuation income streams are common for retirees. We help you report pension payments and lump sum withdrawals accurately.
• Interest Income - Bank Interest, Term Deposits, Bonds & Savings Accounts.
• Dividends Income and Imputation Credits - Share Dividends, Franking Credits, Dividend reinvestment, Managed Fund Distributions
• Capital Gains – Property, Shares, Managed Funds, Crypto & ESS CGT.
• Employee Share Scheme (ESS) Income - Share Plans, ESS Discounts, Taxed Up Front, Deferred Taxing Point.
• Foreign Income - Overseas Earnings, Global Income, Exchange Rates, Foreign Tax Credits.

Common Deductions to Maximise Your Refund

Tax deductions help reduce your taxable income and ultimately lower your tax liability. Here are some common deductions you may be eligible for:

• Motor Vehicle Expenses – Logbook, Fuel, Tyres, Batteries, Repairs, Insurance, Services, Rego, CTP, Depreciation, Interest, NRMA, Cents per KM, Work Trips
• Travel Expenses - Tolls, Motorcycles, Borrowed Car, Flights, Accommodation, Interstate meals
• Work-Related Clothing – Uniforms, Safety Boots, Protective Glasses, Occupation specific clothing, Dry Cleaning, Laundry.
• Self-Education Expenses – Course Fees, Textbooks, Student Union Fees, Stationery & Depreciation
• Work-Related Expenses – Union Fees, CPD / Seminars, Tools, Mobile Phone, Subscriptions, Depreciation
• Work-From-Home Deductions – Internet, Electricity, Phone, Home Office Equipment
• Donations – Charity Gifts, DGR Status, Tax Deductible, Giving Back
• Investment Expenses – Advisor Fees, Interest, Management Costs, Portfolio Deductions
• Tax Agent Fees – Tax Lodgement Costs, Tax Advice Fees, MV Kms to Tax Agent, ATO interest charges (2025 only)
• Personal Super Contributions Deduction –Voluntary Contributions, Notice of Intent to Deduct, Retirement Boost, 5 Year Carry Forward Unused Contributions.
• Other Deductions – Income Protection Insurance, Foreign Exchange Losses, Carried Forward Tax Losses.

Why Choose Us for Your Individual Tax Return?

Our team of expert tax agents ensures that your tax return is completed accurately, efficiently, and with the goal of maximising your refund or minimising any liabilities. Here’s why we’re trusted by individuals across Sydney:

• Years of Experience: With over 20 years of experience in the Australian tax industry, we know the ins and outs of tax law.
• Tailored Tax Solutions: We provide personalised tax strategies for individuals with complex tax situations, from rental properties to multiple income streams.
• Maximise Your Refund: We’re committed to getting you the highest possible refund by identifying all eligible deductions and credits.
• Comprehensive Tax Services: From BAS returns to capital gains tax, we cover all your tax needs in one place.
• Stress-Free Service: Let us take care of your tax return so you can focus on your work and personal life, knowing your taxes are in good hands.