Frequently Asked Questions
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What documents do I need to prepare for my tax return?
To ensure we maximize your deductions and file accurately, you will generally need to provide:
- Income statements or payment summaries (from employers or government links).
- Receipts for any work-related expenses (travel, home office, tools, or uniform).
- Private health insurance statements.
- Records of any investment income, dividends, or cryptocurrency transactions.
Tip: Keeping your digital receipts organised throughout the year makes this process much faster.
What is the difference between a Bookkeeper and an Accountant?
While both roles manage financial data, they handle different stages of your business financials:
- Bookkeepers focus on the daily administrative tasks, such as recording transactions, balancing ledgers, managing payroll, and paying invoices.
- Accountants take that recorded data to look at the bigger picture. We analyze financial health, prepare tax returns, ensure legal compliance, and provide strategic advice for tax optimization and business growth.
When is the deadline to lodge my tax return?
If you are lodging as an individual or sole trader on your own, the standard deadline to submit your tax return to the ATO is 31 October each year.
However, if you register and lodge through a registered tax agent (like us), you may be eligible for an extended deadline that can stretch until May of the following year, giving you significantly more time to manage your cash flow.