If you’re ready to get your tax return started with us, below you will find a step by step guide as to what you will need and each stage of the process.
Our software has been purpose-built to make the whole journey as simple as possible, which means it’s faster for you to do it with less stress!
Your TaxReturn.com.au Journey starts here:
Begin Your Tax Return
Complete Your Details
Handy Hint: Use the question marks above each section to get help when completing your tax return. If you need further assistance, contact our team and we’ll happily assist you.
The first step when completing your tax return is to fill out any information we did not collect when you registered your account.
Add Your Income
On the next screen, you will have the opportunity to add all your income for the financial year. Please ensure that you include your income from all sources.
If you cannot locate some of your income details, leave a comment for us in step 8 and we will help you obtain the information.
Add Your Deductions
This is where we maximise your refund!
Simply add all of your deductions for the financial year and watch your tax refund grow. If you are unsure if you are able to claim a certain deduction, please add it in step 8 and our accountants will determine whether it’s a valid tax deduction.
Please ensure that you have all the receipts for the deductions that you have entered.
Add Additional Offsets
If any additional tax offsets apply to you, please add the details here. If there are none, you can skip this step.
Add Private Health Insurance
If you have private health insurance you should have received a statement at the end of the financial year from your insurance provider. Please add the details of your policy in appropriate areas.
Upload Your Documents
If you are a first-time user, it is a mandatory that you provide us with proof of ID. Please upload a screen shot of your driver’s licence or passport so we can properly identify you.
In this step you can also upload documents that relate to your income or tax deductions. If you are unsure if any items need to be included, please upload them and leave a comment for us in the comments section.
Approve & Send
Your tax return is now complete!
Approve and sign your tax return and let us get to work.
We will confirm the price of your tax return and send you various payment options once you have approved the return. Our fee-from-refund service, if you select this option, means that you will pay $0 upfront!
We will take it from here!