Individual tax return
Tax returns for retail & sales workers
Retail returns are usually straightforward, which means the goal is simple: claim everything you're entitled to and get it lodged without the fuss.
Fixed-fee returns from $390. Lodged by a CPA & Registered Tax Agent.
- Plain clothing or the store's brand you buy to wear on the floor
- Staff-discount purchases for your own use
- Home-to-work travel
- Grooming and appearance costs
What you can usually claim
The deductions we check for every retail & sales return.
- Compulsory uniforms with a store logo, plus laundering
- Training and product knowledge courses relevant to your current role
- Work-related portion of your phone
- Union or association fees
- Sun protection if you work outdoors (garden centres, markets, outdoor stalls)
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
Allowances shown on your income statement are generally assessable income, but you can then claim the deductible expenses they relate to. So a uniform allowance goes in as income and your genuine, logoed-uniform costs come out as a deduction. We reconcile both so nothing's missed or double-counted.
If it's genuinely simple, we'll tell you, and a 15-minute phone appointment usually gets it lodged the same week. Where it pays off is catching the deductions people miss and making sure allowances are handled correctly. From $390, fixed, no surprises.
Let's get your return sorted.
Answer a few quick questions and we'll take it from there, returns from $390, fixed, no surprises.