Personal Income Tax Returns

Personal income tax returns

As an Australian resident for taxation purposes, it is a requirement to declare all income received worldwide in your personal or individual tax return.

Karvis Accountants assists with preparation of individual tax returns. You can start by calling the office and speaking to friendly staff or by sharing details through the contact form.

The team handles hundreds of income tax returns each year and can help answer questions, maximize eligible deductions and remain ATO compliant.

Income documents to bring

• PAYG Payment Summaries.
• Details of distributions from companies, trusts or partnerships.
• Centrelink payment summaries.
• Interest earned from bank accounts.
• Share dividend statements.

Deduction and personal details

• Work-related expense receipts and motor vehicle log book.
• Interest and fees on investment loans.
• Donations to charities.
• Fees charged for the previous year's tax return.
• Sickness and accident insurance.
• Private health insurance statement from the provider.
• Extra superannuation contributions.
• HELP debt or Financial Supplement loan amounts.
• Spouse details.