Individual Tax
We specialise in assisting individuals For
Navigating the complexities of the Australian tax system can be daunting, but our team of experienced professionals is here to simplify the process and ensure you receive the maximum benefits and refunds you are entitled to. TidyTax's digital service delivery model further enhances this by ensuring a consistent experience and maximising your tax returns.
On-going Exclusive Loyalty Discount for Existing Clients!
Because we truly value your trust, all our existing individual clients now enjoy an exclusive 10% ongoing discount on our expert tax return preparation services. It’s our way of saying thank you for letting us handle your taxes, ensuring your annual experience is even more rewarding and stress-free, year after year.
We support
From employees to investors to sole traders, TidyTax simplifies your tax returns, helping you keep more of what you earn.
Package prices cover standard matters within the selected service. If your tax return requires additional time, complex review or extra schedules, we'll confirm any extra fee upfront.
Includes
- Complementary Tax Tips
- Customer App & Portal
- Video Call With Accountant
PAYG
Basic
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Salary & wages
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Bank interest
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Basic work deductions
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ATO pre-fill review
PAYG
Plus
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Everything in basic
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Work-from-home claims
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Uniforms and tools
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Voluntary super deduction
PAYG
Advanced
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Everything in plus
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Motor vehicle claims
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Self-education expenses
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Multiple allowances
Add extra services
Also have a rental property or investments? See Investment and Property services.
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Medicare Levy Exemption Claim $20 +GST
If you've held an overseas visa, worked abroad, or qualify under specific Medicare exemption categories, you may be entitled to a reduced or exempt Medicare Levy. We check your eligibility and claim it correctly, so you're not paying for a service you're not required to use.
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Employee Share Scheme Income $25 +GST
Don't have everything in order? No problem. If your records need to be pieced together or reconstructed before we can get started, we will let you know the cost upfront - so there are no surprises once work is underway.
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Working Holiday Visa Tax Returns $39 +GST
Working holiday makers are taxed differently to residents, with their own rates and rules depending on visa subclass and residency status. We make sure your return reflects your correct status and you're not overpaying tax you're not liable for.
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Foreign Income $199 +GST
Foreign salary, pension, dividends, interest, or foreign tax offsets. Includes foreign income disclosure and tax offset review.
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Medicare Entitlement Statement $99 +GST
Assistance with Medicare levy exemption requirements, including entitlement statement review and exemption claim preparation.
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Prior Year Amendment $49 +GST
A straightforward overdue tax return from a previous year — salary and wages with simple deductions, no investments or complex schedules. More involved prior years are quoted upfront.
Includes
- Complementary Tax Tips
- Customer App & Portal
- Video Call With Accountant
Add-on services
Below charges are additional for ABN schedule and deduction review.
Sole Trader
Basic
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ABN income up to $30,000
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No GST registration needed
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ABN income review
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Simple business expense review
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Basic deduction review
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Basic PSI check
Sole Trader
Plus
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ABN income more than $30,000
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Regular ABN income
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Vehicle claim review
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Depreciation review
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Basic deduction review
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PSI review
Sole Trader
advanced
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Full sole trader tax return
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GST registration review
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BAS consistency check
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Business income review
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Basic deduction review
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GST expense reconciliation
BAS And
GST return
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Simple quarterly or annual BAS/GST return
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Assumes records are already organised in accounting software
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Bookkeeping reconstruction quoted separately if records aren't clean
Also have a rental property or investments? See investment and property add-on services.
Includes
- Complementary Tax Tips
- Customer App & Portal
- Video Call With Accountant
- Complementary Loan Review
Add-on services
The charges below are additional for investment and expense review.
Jointly owned properties are priced as one property - no per-owner charge.
Rental Property
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Rental income review
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Agent statement review
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Loan interest review
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Repairs versus capital works assessment
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Depreciation schedule review
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Negative gearing calculation
Property CGT
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Cost base calculation
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Capital gain or loss review
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CGT discount eligibility assessment
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Main residence exemption review, where applicable
Shares and ETFs
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Up to 10 share transactions $59 +GST
Covers the first 10 share sale transactions, Cost base calculation from contract notes or broker report and Capital gain or loss summary for those transactions.
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Each incremental 10 share transactions $59 +GST
Applies once share activity exceeds 10 transactions, Charged per additional block of 10 and Stacks on top of the base shares pricing above.
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Each ETF transaction $15 +GST
Review of income and capital gains for each ETF or managed fund transaction, including distribution reconciliation and cost base tracking.
Crypto Report Review
Crypto tax return review using a completed Koinly Tax Report supplied by you. Wallet reconciliation, missing data, and manual corrections are quoted separately.
$139 +GST
Our crypto pricing is based on a completed Koinly Tax Report - this is what allows us to prepare your return quickly and accurately. Setting up Koinly, reconciling wallets, sourcing missing transaction data, and making manual corrections to your report are outside the scope of your tax return pricing. If any of this is needed, we'll quote it separately before we begin.
Get Your Crypto Sorted with Koinly
expert individual tax accountant
Your TidyTax Journey
How do We maximise your returns?
Individual Tax Return FAQs
What is a registered tax agent?
A registered tax agent is a professional officially approved by the Tax Practitioners Board (TPB) to prepare and lodge tax returns, and to provide tax (financial) advice in accordance with Australian tax law.
Will my financial information remain safe with TidyTax?
Absolutely. TidyTax adheres to a strict non-disclosure policy and secures all data files on robust Microsoft Office 365 servers. Furthermore, all our staff sign comprehensive confidentiality agreements to ensure the protection of your data and financial information.
Do I get more time to lodge if I use a tax agent?
Yes – if you’re registered with a tax agent before 31 October, you may get an extended deadline (often until May the following year), giving you more time to prepare.
Will I Be Penalised for Lodging My Return Late?
Your income tax return should be lodged by 31 October each financial year. Fines or penalty charges may apply if you are late. A benefit of being a TidyTax client means that we may be able to help you minimise charges with our lodgement extension.
Can a tax agent help me get a bigger refund?
Yes – experienced agents often know industry-specific deductions that many individuals overlook. They can ensure you’re claiming everything legally possible.
What’s the difference between a tax agent and an accountant?
All tax agents must be registered with the TPB and are authorised to lodge tax returns and give tax advice. Not all accountants are tax agents.
Are tax agent fees tax-deductible in Australia?
Yes. If you pay a registered tax agent to prepare or lodge your tax return, the fee is 100% tax-deductible in the following financial year.
Is it illegal for someone to lodge tax returns for others if they’re not registered?
Yes. Under Australian law, only registered tax agents can legally:
- Prepare and lodge tax returns for a fee
- Provide tax advice for payment
- Doing so without registration is a criminal offence and may result in:
- Fines
- Prosecution
- ATO investigations
When can I claim the deduction for the tax agent’s fee?
You claim the fee paid in one year as a deduction in the next year’s tax return. For example, if you paid a tax agent in August 2024 for your 2023–24 return, you claim the deduction in your 2024–25 return.
What records do I need to keep?
You are responsible for retaining all relevant documentation, such as bank statements, receipts, and myDeductions logs, for a minimum of 5 years. The Australian Taxation Office (ATO) requires substantiation for all claimed deductions.
Do I need to send my Income Statement or PAYG Summary to TidyTax?
No! As your tax agent, we can access your ATO file on your behalf and get a copy of your Income Statement, along with other information like Bank Interest, Private Health Insurance and Government Payments. If TidyTax is your tax agent, you should never need to go to myGov for anything tax related. It’s our job to look after your tax affairs, so you can ask us, and we’ll be happy to assist!
How Long Will My Refund Take?
Most refunds will be issued within 12 business days once lodged online with ATO by us, or up to 50 business days if you lodged a paper return. If you provided us with valid Australian bank account details in your return, your refund will be paid directly to your account.
How Much Do You Charge?
We are full-service accountancy, without the full-service cost. Our price structure is based on how complex the tax return is. Our digital service delivery model allows us to offer low competitive price. Please refer to our pricing for individual tax returns.
Can You Prepare Multiple Years Returns At The Same Time?
Yes, your TidyTax consultant can assist you in preparing and lodging all outstanding tax returns from previous years in a single appointment. While the current year’s refund will be processed within the standard timeframe, refunds for prior years may require a longer processing period.
I Have Received a Dividend Statement, Do I Need To Declare This as Income?
You will need to include dividend statements as well as any other interest earned on bank accounts, even if it’s just a few dollars, as income. The Australian Tax Office now has data-matching services with banks to cross-reference the data they receive from you, so it’s important that they match. We’ll help by prompting you to include this in your TidyTax consultation.
I Have a Working Visa. What Do I Need So I Can Work In Australia?
If you already have a working visa, you will also need to obtain a Tax File Number (TFN) to be properly recognised for tax purposes in Australia. An TidyTax Tax Accountant can help you every step of the way if you’re unsure.
I am an international student or working holidaymaker – do I need to lodge a tax return?
Yes, if you earned income in Australia. Your residency status for tax purposes affects how you’re taxed. TidyTax can help you with your tax residancy status.
I am leaving Australia permanently - do I still lodge a return?
Yes. Lodge a final tax return and update your residency status. You may also be eligible for a Departing Australia Superannuation Payment (DASP). TidyTax can help you with the final tax return and DASP.
Do I need to declare foreign income?
Yes. If you’re an Australian resident for tax purposes, you must declare worldwide income, including overseas salary, interest, dividends, and pensions. You may be able to claim a foreign income tax offset.
Do I need to declare payments from Airtasker, Uber, or side gigs?
Yes. All income, including gig work and freelance income, must be declared. This counts as business or personal services income and might require GST registration. TidyTax can help you with the right advice depending on your situation and type of services you are offering.
Can I Claim Any Deductions If I Have No Receipts?
Understanding when you need a receipt to claim a tax deduction is important to ensure you don’t pay more tax than necessary. There are deductions that you must have written evidence to claim a tax deduction based on expenses incurred. For example, if your total claim for work-related expenses is $300 or more, you must have written evidence to prove your claims. But, if you don’t have receipts, all is not lost!
As long as you have documentation that includes: the name of the supplier, amount of the expense, what the goods or services are, date the expense was incurred, the following documents are also acceptable as written evidence:
- Credit card statements
- BPAY reference numbers
- Email receipts
- PAYG payment summary
- Paper or electronic copies of original documents
How Much Can I Claim on My Motor Vehicle?
To claim tax deductions for your vehicle, you’ll need to keep your receipts and a log book for each vehicle. Your TidyTax Accountant will the work out the best method to use to claim maximum deductions. They’ll also help you claim any up front costs that you might be eligible for, and work out the best method for depreciating your vehicle.
I have made donations to my charity. How do I claim these expenses?
Organisations entitled to receive tax deductible gifts are called ‘deductible gift recipients’ (DGRs). You can only claim a tax deduction for gifts or donations to organisations that have a DGR status. Tax deductions of $2 or more can be claimed, however there are rules governing approval of claim regarding certain type of gifts.
Why do I have to pay HELP (formerly HECS) in my tax return when I have already paid it during the year from my pay?
Your final HELP debt repayment amount for the financial year cannot be finalised until your income is reported on your income tax return. This is because it is calculated as a percentage of your total income for the year. The total yearly HELP debt will be compared to the amount taken from your salary when you complete your tax return. This will decide whether you need to pay more or get some back as a refund.
What’s the tax-free threshold and should I claim it?
The first $18,200 of your income is tax-free each year. You can only claim the tax-free threshold from one employer at a time — usually your main job.
What is the Medicare levy?
Most taxpayers pay a Medicare levy of 2% of their taxable income to fund Australia’s public health system. Low-income earners may pay a reduced levy or none at all.
What is the difference between a tax deduction and a tax offset?
- A deduction reduces your taxable income (e.g., $500 deduction saves you $100–150 in tax depending on your tax rate).
- A tax offset directly reduces your tax bill (e.g., a $500 offset saves you $500 in tax).
Will I get in trouble if I don’t declare something?
Yes – the ATO uses data-matching with banks, employers, crypto exchanges, and Centrelink. Failure to report all income or over claiming deductions can result in:
- Amended assessments
- Penalties and interest
- Audits
Can I do my partner’s tax return too?
Each person must lodge their own return, but you need to declare your spouse’s income for family-related benefits (e.g., Medicare levy reduction, family tax benefit).
I’m self-employed/freelancer - how is that taxed?
You’re taxed on your net income (income minus allowable business expenses). You must:
- Keep good records
- Pay tax yourself (ATO won’t withhold)
- Consider pay-as-you-go (PAYG) instalments if your income is high
What are PAYG instalments?
If you earn income outside of regular employment (e.g., from business or investments), the ATO may ask you to pay tax in advance quarterly to avoid a big bill at the end of the year.
What’s the difference between an ABN and an ACN?
An ABN (11‑digit) is issued by the Australian Business Register for businesses and sole traders, while an ACN (9‑digit) is issued by ASIC for companies.
How do I set up a business in Australia?
You’ll need an ABN and TFN, plus potentially registers for GST, PAYG withholding, and FBT. A tax agent can guide both structure and registrations. TidyTax provide services for stress-free business setup.
Can TidyTax Help Me Setup A Company and Lodge My Company Tax Returns?
Starting a business involves a number of tax obligations and registrations. TidyTax can help you sort out your Tax File Number (TFN), Australian Business Number (ABN) and Australian Company Number (ACN), register your business name and get an AUSkey. They’ll also help register your company for the GST, PAYGW, PAYGI and FBT to new a few.
What is the frequency of bookkeeping services?
We are equipped to handle all types of clients working across multiple industry segments. We can help individuals tax payers, small business, sole trader, rental property owner, professionals for tax returns as well as enterprises for handling bookkeeping and payroll.
Can I make extra contributions into my super account?
You can boost your super by adding your own contributions to your super fund. Personal super contributions are the amounts you contribute to your super fund from your after-tax income (that is, from your take-home pay). These contributions:
- Are in addition to any compulsory super contributions your employer makes on your behalf.
- Do not include super contributions made through a salary sacrifice arrangement.
- Personal contributions are non-concessional (after-tax) contributions and will count towards your non-concessional contributions cap unless you have claimed a tax deduction for them.
Ready to Maximise your Refunds?
Don’t leave your hard-earned money on the table. Partner with us for a stress-free tax season and the maximum refund you deserve.