Employment
PAYG payment summaries / group certificates, or your income statement, plus work-related expense records.
TAXATION · INDIVIDUALS
Personal
Tax Returns
Preparation and lodgement of your individual tax return, with time to discuss your income and circumstances.
Enquire about personal taxCampbelltown · Established in 2010HOW WE HELP
Your income.
Your circumstances.
For individuals with employment, investments, rental-property or other income to report.
A change in work, investments or property can mean there is more to discuss. KPA reviews the information you provide, discusses relevant expenses and prepares your return.
KPA Accountants, Tax & Business Advisors is a registered tax agent.
THE INFORMATION THAT SHAPES YOUR RETURN
Investments
Interest, dividends and details of assets sold.
Rental property
Rental income, expenses and the records behind your property.
Other income
Centrelink payments, overseas income and other sources relevant to your return.
- 01 / REVIEW
Work through your income and records.
- 02 / PREPARE
Prepare your return and discuss the details.
- 03 / LODGE
Arrange lodgement of the completed return.
DEDUCTIONS
The expenses behind your claim.
We discuss the deductions relevant to your income and circumstances, and the records needed to support them.
For work-related deductions
- You paid the expense yourself and were not reimbursed.
- The expense directly relates to earning your income.
- You have records to substantiate the claim.
- For mixed work and private use, only the work-related portion is claimed.
The ATO may check reimbursement information with your employer.
POTENTIAL DEDUCTIONS · SUBJECT TO ELIGIBILITY
Work-related expenses
- Work-related vehicle and travel expenses
- Eligible clothing, laundry and dry-cleaning expenses
- Working-from-home / home office expenses
- Eligible self-education expenses
- Tools, equipment and other assets used for work
- Other eligible work-related expenses
Other deductions
- Costs of managing your tax affairs
- Eligible gifts and donations
- Interest, dividend and other investment-income expenses
- Eligible personal superannuation contributions
- The undeducted purchase price of an eligible foreign pension or annuity
ATO general interest charges and shortfall interest charges incurred on or after 1 July 2025 are not deductible.
BEFORE WE TALK
A useful starting point.
Have a general picture of your income and any changes since your last return. The team can explain which records are needed.
Contact KPA before sending financial records or sensitive documents.
Records to have in mind
- PAYG payment summary / group certificate, or your income statement
- Interest earned on bank and savings accounts
- Centrelink payment summaries, including Youth Allowance where relevant
- Share dividends received
- Rental-property income, expenses and supporting details
- Purchase and sale records for assets such as property and shares
- Income received from other countries
- Receipts and other records for expenses you would like to discuss
RENTAL PROPERTY
More than rental income.
KPA assists residential and commercial property clients with the tax questions around owning, buying and selling property.
Alongside your personal return, discuss the property-related tax support you need.
Explore rental property taxBuying, selling & ownership
Tax considerations for property purchases and sales, capital gains and ownership structures.
Income, expenses & depreciation
Rental income, negative gearing, asset depreciation and tax planning.
Lease & funding arrangements
The tax implications of lease agreements and property funding arrangements.
Ongoing reviews
Periodic reviews of your property income, expenses and tax position.
COMMON QUESTIONS
Before you enquire.
Can you help if I have a rental property?
Yes. Let us know that your return includes rental income. We can discuss the property records needed and the scope of rental-property tax support.
What should I bring to my first appointment?
Start with your income records and information about your circumstances. Contact us before your appointment so we can explain what else may be needed.
Do you prepare returns for sole traders?
Yes. Tell us that you operate a business so we can discuss the business income, records and reporting work involved.
TALK TO KPA
Let’s start with your return.
Tell us a little about your income and the help you need.