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Tax Returns
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At Tilley Accountants, we handle everything from simple personal tax returns to complex business and company tax returns. Led by Justin and his team of fully qualified professionals, we deliver prompt, efficient, and reliable service during tax season. With over 25 years of experience in individual and business taxation, we help you minimise your tax liability, stay ATO-compliant, and take the stress out of lodging your tax returns.


 

Personal Tax Returns - Check list

Preparing for your individual tax return, you need to bring:

  • PAGY summaries or Income statements from MyGov or employers
  • Retal property income (agent statements, rent received)
  • Investment income (dividends, interest, distributions)
  • Work-related expenses
  • Rental property expenses (repairs, insurance, rates, interest)
  • Car logbook or travel expense, if claiming vehicle use
  • Loan or mortgage statements (especially for investment properties)
  • Depreciation reports for investment property
  • Details of any new dependents, private health insurance, or government payments


Business/Company Tax Returns - Check list

  • Business income (invoices, sales reports, etc)
  • Business-related expenses (receipts, bank statements, credit card summaries)
  • Business bank statement for reconciliation or cross-checking
  • Credit card statement if business-related expenses were incured
  • Any assets purchased or sold (property, vehicles, equipment)
  • Depreciation report for equipment
  • Outstanding loans, debts, or finance agreements relevant to the business
  • Any changes to business structure, address, or ownership