How To Get Started

Individual Tax Returns from only $195

Our pricing is easy to understand (no nasty surprises here!) and explained in full on our booking page and here

The following steps may involve duplicate entering of your personal information. Please know that this information is required by law.

Just so you know we handle all personal information we receive from you in accordance with the Privacy Act 1988 (Privacy Act)

For New Clients Only:

As part of the ATO’s commitment to reducing Identity Theft, we now require a 100 points ID check through a Gateway Service Provider (Info Track Pty Ltd) for all new clients. This is charged at $35.00.

This check is only required once, and for new clients only. For more information on the ATO requirements for Tax Agents on client verification please see here

Step 1

Make a Booking, if you have not made a booking yet, please do so now

Book Now

Step 2

Please complete our online checklists to help us both prepare for your return. The checklist you choose will correspond directly to your personal situation.

Eg If you have employment income only complete the Individual Checklist. If you have a Rental Property and employment income please complete both checklists, and if you trade though an ABN as a Sole Trader and have employment income also complete both.

Don't worry if we are missing anything we will let you know:

Individual Tax Return Checklist

Sole Trader Checklist

Rental Property Checklist

Step 3

Pay $0 upfront for your tax return

This is optional. If you would like to have our fee taken from your refund please complete the following form

Please note that the Fee from Refund Service is an additional $30

Please see our Terms and Conditions on the Fee from Refund Form

Fee From Refund Form

Upon completion of each of your checklists you will receive an acknowledgement email which includes a PDF copy of information supplied for your records.

If you do not receive this email please call our Customer Service Team on

1300 487 589 or shoot us an email - admin@taxinvestaccounting.com.au

Please retain this information as part of your 2025 Tax Return Documents.

To find out how long your documents must be kept please see here

New Clients Only:

As part of the ATO’s commitment to reducing Identity Theft, we now require a 100 points ID check through a Gateway Service Provider (Info Track Pty Ltd) for all new clients. This is charged at $35.00.

This check is only required once, and for new clients only. For more information on the ATO requirements for Tax Agents on client verification please see here