1300 654 645

$59 INTERMEDIATE TAX RETURN

This is a more complex Tax Return – it is a standard tax return which includes unlimited Group Certificates, 5+  dividends received if applicable, spouse, dependent children, rental property and shares

Information you will require to fill out the Intermediate Tax Return for $59 is listed below. If items do not apply to your situation, then just leave them out.  If you do not have certain information, do not worry, our qualified Accountants will contact you if they require any further information.

Tax File Number
Which year you are doing the tax return for
Personal Details – address, email and telephone numbers
Banking details if we are deducting our fee from your refund
Group certificates – unlimited

Interest earned on bank accounts
Government allowances such as centrelink, austudy, newstart, parenting, etc
Dividends received – 5+
Managed Fund Annual Tax Statements
Foreign income

Work related expenses that you pay personally such as fuel, materials, work clothing, vehicle, etc – up to $1000 worth
Prior Tax Agent fees

Education tax offsets – if you are receiving Family Tax Benefit A – stationery, books, computer receipts
Out of pocket medical receipts over $2000

Spouse
Dependent children
Private health insurance annual tax statement
Rental Property receipts and expenses
Capital gains/loss – details of sale of any investments
Sale of shares

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Basic

$ 29

Individual Tax return, Includes up to 2Group Certificates.

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Standard

$ 39

Basic Tax Return Which includes 2-3 Group Certificates.

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Intermediate

$ 59

Standard Tax Return Which includes Unlimited Group Certificates, spouse & dependents, rental Property, shares

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Advanced from

$ 69

If you run a business or are self employed you will fall into this category

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