PersonalPersonal Tax Return Services in Melbourne
Maximise Your Refund, Minimise Your Stress
At Bookkept, we specialise in personal tax returns for individuals and business owners. Our CPA-qualified accountants ensure you claim every legally allowable deduction, optimising your tax position while maintaining full compliance with ATO regulations. We're here to help you navigate your tax obligations and maximise your tax refund.
Comprehensive Personal Tax Solutions Melbourne, Victoria
Our team offers expert guidance through the complexities of personal taxation, whether you're an employee, investor, or sole trader. We leverage our extensive knowledge to secure the best possible outcome for your unique financial situation, helping you understand your taxable income and potential tax payable.
Digital Convenience for Modern Taxpayers
Bookkept embraces technology to streamline your tax return process:
Digital signature submissions
No need for printing or scanning
Secure online document sharing
Remote consultations available
Faster processing and refunds
Our digital-first approach saves you time and hassle, making tax season smoother than ever. Lodge your tax return online with confidence, knowing our tax agents are backing you every step of the way.
Maximising Home Office Deductions
With the rise of remote work, home office deductions have become increasingly relevant. We help you claim every allowable expense:
Computer hardware and software
Internet and phone costs
Home office furniture
Portion of rent or mortgage interest
Utilities and cleaning expenses
Our expertise ensures you don't miss out on any tax deductions you're entitled to, potentially increasing your refund and reducing your tax payable.
Plans to suit your business accounting & bookkeeping needs
We don’t believe in a cookie cutter approach when it comes to billing.Our clients prefer certainty so we tailor a monthly package with defined accounting services and agree upfront. Here are some examples of what we do for our clients –
Chris - The Contractor
Emma - The Cafe Owner
Mick - The Well-Established Firm
Handling of Complex Tax Situations
Bookkept excels in managing more complex tax scenarios:
We have extensive experience with share trading and capital gains tax. Our team helps differentiate between share trading and investing for optimal tax treatment.
For cryptocurrency investors, we stay up-to-date with the latest Australian Taxation Office guidelines to ensure accurate reporting and compliance.
We assist property investors with rental income, expenses, and depreciation claims, maximising your allowable deductions and helping you earn money through smart tax strategies.
Our comprehensive approach covers all aspects of your financial life, ensuring nothing is overlooked when you lodge your tax return.
Tailored Services for Sole Traders
For sole traders, we offer a complete package of services:
Personal and business tax returns
GST and BAS lodgements
WorkCover compliance
Annual taxable payment reports
We handle all your tax obligations, allowing you to focus on growing your business and finding ways to earn money more effectively.
What our clients are saying
FAQ About Personal Tax Return
What documents do I need for my tax return?
Bring payment summaries, interest income statements, dividend statements, and receipts for any deductions you plan to claim. While some information can be pre-filled by the ATO, it's best to have your own records to ensure accuracy. Don't forget to have your tax file number handy as well.
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Can Bookkept help me claim work-related expenses? Absolutely.
We assist with claiming deductions for income protection insurance, work-related travel, equipment expenses, and more. Our goal is to maximise your legitimate deductions within ATO guidelines, potentially reducing your tax payable.
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How does Bookkept handle investment property tax returns?
We have significant experience with rental property tax returns. We advise on depreciation deductions, apportioning for partial-year rentals, and claiming all allowable expenses to optimise your tax position. This expertise can help you earn money more effectively from your investment properties.
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Why should I choose a CPA-qualified accountant for my tax return?
CPA-qualified accountants, like those at Bookkept, have extensive training and must meet ongoing professional development requirements. This ensures your tax return is handled with the highest level of expertise and in full compliance with current ATO regulations, including understanding the latest tax rates and income year specifications.
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How long does it take to complete my tax return?
The time varies depending on the complexity of your tax situation. However, our efficient processes and digital submission methods often allow us to complete and lodge your return faster than traditional methods. We'll provide you with a time estimate after our initial consultation.
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What is the tax-free threshold, and how does it affect my tax return?
The tax-free threshold is the amount you can earn each income year before you start to pay tax. Currently set at $18,200 for Australian residents for tax purposes, understanding this threshold is crucial when lodging your tax return. We'll help you determine how this applies to your specific situation.
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How does the Medicare levy impact my tax payable?
The Medicare levy is an additional tax most Australian taxpayers pay to fund the public health system. It's generally 2% of your taxable income, but there are exceptions and reductions based on income levels. We'll calculate this as part of your overall tax return to ensure accuracy. Tax Return Services in Melbourne.
Get In Touch Today
Get in touch by filling out the form below or simply call (03) 8568 3506!