Personal Tax Returns

Personal Tax Return Services

We work hard to keep your personal finances in order and ensure you get the best income tax return that you’re entitled to.

We let you know exactly what you can claim, what receipts you need to keep and how to maximise your return. Our aim is to make your income tax return as stress-free as possible to give you more time to do the things you love. Our clients trust ITP to get the job done as expertly as possible.

What will you need

So we can make the most of your tax appointment, you will need to bring a few documents and receipts with you. 


  • PAYG Payment Summaries (previously Group Certificates) You should be provided a copy from your employer.
  • Payment Summaries from Centrelink for example, Newstart, Youth Allowance, Disability Pension
  • Eligible termination payments
  • Interest earned from bank accounts
  • Share dividend statements

What you need cont...


  • Annual tax statements from trusts, managed investments, property and cash management trusts
  • Income and expenses from investment properties


  • A list of work-related expenses (with receipts). This includes your motor vehicle log
  • Receipts of charitable donations
  • Interest and fees on investment loans
  • Donations to charities (unless you get a ticket to win something in return, those ones don’t count)
  • School building levies and library funds
  • Fee charged for previous year’s tax return
  • Income protection insurance
  • Sickness and accident insurance
  • Private health insurance
  • Any extra superannuation contributions
  • Amount of HELP debt or Financial Supplement loans outstanding
  • Out of pocket medical expenses for disability aids only in excess of $2,265


  • Bring the details of your spouse, including their date of birth and taxable income to check if you may be eligible for tax benefits.
Business Structure
Growing your business can be exciting. However, its important you’re aware of what’s involved depending on your business structure, to save you time and money. That’s why we are here to help you start or evolve your company.
A sound accounting structure and financial plan can really guide a business partnership and help avoid common pitfalls. Speak with our friendly team and gain the insight needed to make business growth possible.
As technology evolves, industries like financial services have changed and so has ITP. You can now have remote support of an ITP expert. This way despite these changes you can understand the legal obligations and easily adjust.
Starting a new business is exciting. Closing a business due to poor financial planning is all too common, disappointing & often avoidable. With an experienced ITP accountant you clarify your business structure and money flow.
Book an appointment
Home Form New 2018
Tax Requirement*


If your preferred office does not appear on this list please try searching for it here
To make an appoitment in this region you will be redirected to ITP Queensland
To make an appoitment in this region you will be redirected Pilbara ITP
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