Individual tax return
Tax returns for office workers & professionals
Working from home, side subscriptions, professional memberships, a modern office return has more moving parts than it used to. Here's what you can usually claim.
Fixed-fee returns from $390. Lodged by a CPA & Registered Tax Agent.
- Your commute from home to the office
- Conventional work clothing, including suits
- Coffee and lunch at work
- Anything reimbursed by your employer
What you can usually claim
The deductions we check for every office & professionals return.
- Home office running costs, fixed-rate or actual-cost method, whichever is better for you
- Work-related portion of your phone and internet
- Self-education and CPD relevant to your current role
- Professional memberships, subscriptions and union fees
- Tools of trade, laptop, monitor and stationery (depreciated if over $300)
- Income protection insurance held outside super
- Donations to registered charities (DGRs)
- The cost of managing your tax affairs, including last year's accountant fee
General information only, based on ATO rules, an expense must relate to earning your income, you can't have been reimbursed for it, and you need a record. We'll confirm what applies to you.
What to have ready
Your income
Your income statement is usually pre-filled from the ATO, we'll check it's complete, including any allowances.
Your deductions
Receipts, a logbook if you claim car use, and rough work-versus-private splits for phone and home office.
The extras
Private health statement, spouse details, and any investment, rental or share information.
Last year
If you're switching to us, last year's return helps us pick up anything carried forward.
Common questions
The fixed-rate method is simplest, a set rate per hour worked from home that bundles electricity, internet, phone and stationery, needing only a record of your hours. The actual-cost method can give a bigger deduction if you have a dedicated space and higher running costs, but needs more records. We calculate both and use the winner.
Premiums for income protection held in your own name (outside super) are generally deductible. Life, trauma and TPD cover usually aren't. If yours is bundled or held through super, we'll work out the deductible portion.
Let's get your return sorted.
Answer a few quick questions and we'll take it from there, returns from $390, fixed, no surprises.