2025–26 TAX RETURNS • CANBERRA & ACT

AUSTRALIAN TAX RETURNS,
PREPARED WITH CARE & CLARITY.

Tax return support for individuals, sole traders, companies, trusts and partnerships across Canberra and the ACT. We review the information provided, identify eligible deductions and tax considerations, prepare the required return and help you understand the outcome before lodgment.

CHECK YOUR TAX RETURN SCOPE 0412 810 400

Individuals

PAYG & personal tax returns

Business

Sole trader & entity returns

Canberra

Local ACT accounting support

What We Review Before Lodgment

✓ Income & ATO information: salary and wages, interest, dividends, distributions and other relevant income information.
✓ Eligible deductions: work-related and other deductible expenses supported by the records and rules that apply to your circumstances.
✓ Property & investments: rental income and expenses, shares, managed investments and capital gains matters where relevant.
✓ Business & entity reporting: sole trader schedules, company returns, trust and partnership reporting based on your structure.

TAX RETURN SUPPORT FOR DIFFERENT SITUATIONS

ONE TAX RETURN SERVICE DOESN'T FIT EVERYONE

Your return should reflect your actual income sources, expenses, investments and business structure. We tailor the preparation process to the information that applies to you.

Individuals & PAYG Employees

Income, work-related deductions, interest, dividends, offsets and other individual tax return items reviewed against the information you provide.

Rental Property Owners

Rental income, agent statements, interest, eligible property expenses, depreciation information and capital gains considerations where relevant.

Shares & Investments

Dividend income, managed fund distributions, investment expenses and capital gains or losses considered using the available records and transaction information.

Sole Traders

Business income and expenses, asset and vehicle information, home-business items and other sole trader schedules prepared from your business records.

Companies

Company tax return preparation supported by reconciled accounting records, tax adjustments, asset information and relevant company reporting requirements.

Trusts & Partnerships

Trust or partnership return preparation, distribution information and beneficiary or partner reporting based on the entity records and year-end information available.

MORE THAN ENTERING NUMBERS

A PRACTICAL REVIEW BEFORE YOUR RETURN IS LODGED

We focus on accurate reporting, appropriate deductions and clear explanations—not refund promises or unsupported claims.

Income & Information Check

We compare the information available to us with the records you provide and identify gaps that may need clarification before preparation is completed.

Deductions & Record Support

We consider deductions that may be available under Australian tax rules and the substantiation requirements that apply to the claim.

Property, Investments & CGT

Where relevant, we review rental property information, investment distributions and capital gains or losses based on the records supplied.

Business & Entity Matters

For sole traders, companies, trusts and partnerships, we review the accounting and year-end information needed for the relevant tax return and schedules.

INTERACTIVE TAX RETURN SCOPE CHECKER

SEE WHAT LEVEL OF TAX RETURN SUPPORT MAY FIT

Choose the options that best describe your situation. This gives an indicative service scope only—not a tax outcome or refund estimate.

1. Your tax return type

2. Additional complexity

3. Lodgment status

Helpful Information to Have Ready

Income Details Salary, interest, dividends and other relevant income information.

Deduction Records Receipts, work-related expenses and supporting records where applicable.

Extra Tax Records Property, investment, CGT or business records if they apply to your return.

Indicative support scope

Individual Tax Return Review

A standard individual return with an income, deductions and records review before lodgment.

Review relevant income information
Consider eligible deductions and records
Prepare return for your review before lodgment

DISCUSS YOUR TAX RETURN

This checker is general guidance only. Your actual tax position, eligibility for deductions, refund or amount payable depends on your circumstances and supporting information.

A CLEAR 4-STEP PROCESS

FROM RECORDS TO LODGMENT

A straightforward process designed to keep the return organised and give you an opportunity to understand the key figures before it is lodged.

Gather Information

We confirm the documents and records relevant to your return, income sources, investments, property or business activities.

Review & Reconcile

We review the information supplied, identify missing details and reconcile key figures where required for the return.

Prepare & Explain

We prepare the return and explain important items, deductions, tax considerations and the expected outcome before lodgment.

Lodge & Follow Up

After your approval, the return is lodged and we can assist with follow-up questions or ATO correspondence within the agreed service scope.

COMMON TAX RETURN QUESTIONS

FREQUENTLY ASKED QUESTIONS

Practical answers for individuals and businesses preparing Australian tax returns.

The documents depend on your circumstances. Common items can include income information, work-related expense records, interest and dividend details, private health information, rental property statements, investment records and business accounts. We can provide a tailored checklist after we understand your situation.

Yes. We can review expenses that relate to earning your employment income and discuss the substantiation requirements that apply. A deduction should only be claimed when the tax rules and your records support it.

Yes. We can prepare returns involving rental income and expenses, dividend and managed fund information, shares and capital gains or losses. The records needed depend on the investment and whether assets were acquired, held or disposed of during the year.

Yes. The preparation process differs by structure. Sole trader business income is reported through the individual's tax return, while companies, trusts and partnerships can have separate tax return and reporting requirements. We review the structure and year-end records before confirming the scope.

If you lodge your own individual tax return, the standard due date is generally 31 October. Registered tax agents generally operate under special lodgment schedules, but eligibility and the applicable date depend on your circumstances. If you plan to use a tax agent for the first time, it is important to engage them before 31 October.

Yes. We can review the outstanding years, identify the records needed and work through the returns in an organised sequence. Overdue obligations should generally be addressed as soon as practical, and any available deferral or ATO arrangement depends on the relevant circumstances and ATO requirements.

No. Whether you receive a refund or have tax to pay depends on your income, tax already withheld, deductions, offsets and other circumstances. Our role is to prepare the return accurately and consider legitimate tax deductions and treatments supported by the information and records available.

READY TO GET YOUR AUSTRALIAN TAX RETURN ORGANISED?

Speak with the MS Accounting team in Canberra about your individual, sole trader, company, trust or partnership tax return and the records needed to move forward.

SPEAK WITH OUR TAX TEAM CHECK YOUR RETURN SCOPE

AUSTRALIAN TAX RETURNS, PREPARED WITH CARE & CLARITY.