Taxation Services
At PHC & Associates, we take the complexity out of tax.
How We Can Help
Tax doesn't have to be stressful. We work closely with each client to understand their unique financial situation and deliver tailored tax solutions that go beyond simply lodging a return. From your first appointment to post-lodgement support, we are with you every step of the way — simplifying the process, identifying every opportunity, and ensuring nothing is missed.
Whether you are just starting out, growing a business, managing investments, or planning for retirement, PHC & Associates has the expertise and the dedication to make tax work in your favour. We handle the paperwork, the deadlines, and the ATO — so you can focus on what matters most.
Our Expertise in Taxation
Sub Services
With deep knowledge across all areas of Australian tax law, our team is equipped to handle even the most complex tax situations. We specialise in:
- Individual Tax Return
- Company and Trust Return
- Tax planning and compliance
- BAS & GST Compliance
- Capital Gains Tax Advice
- Fringe Benefits Tax (FBT)
- ATO Liaison & Audit Support
- SMSF Tax Returns
Taxation Services
Individual Tax Returns
Whether you're a salaried employee, contractor, investor, or earning from multiple sources, PHC & Associates prepares your individual tax return accurately and efficiently — identifying every deduction you're entitled to and ensuring full ATO compliance. We take the stress out of tax time so you can focus on what matters most.
What's Included
- Preparation and ATO lodgement of your individual tax return
- All income types — salary, investments, rental, business, foreign
- Review of prior year returns to find missed deductions
- Post-lodgement support and follow-up
- Identification of all eligible deductions and tax offsets
- Capital gains tax (CGT) calculations and reporting
- Late lodgement and ATO correspondence management
- Extended lodgement deadline via registered tax agent
Documents Required
Please have the following ready before your appointment — it helps us get started faster and ensures nothing is missed.
Personal Details
- Extended lodgement deadline via registered tax agent
- Tax File Number (TFN)
- Date of birth and residential address
- Bank account BSB & account number
- Private health insurance statement
- Spouse’s income details (if applicable)
Income Documents
- Income statement / PAYG payment summary
- Bank and savings interest statements
- Dividend and distribution statements
- Rental property income records
- Government payment summaries (Centrelink etc.)
Deductions & Expenses
- Work-related expense receipts (tools, uniforms)
- Home office expense records
- Vehicle logbook or kilometre records
- Self-education and training receipts
- Charitable donation receipts
- Income protection insurance premiums
Investment & Other
- Share purchase/sale records for CGT
- Rental property statements & depreciation schedule
- HECS/HELP balance (if applicable)
- Foreign income details
- Prior year tax return (new clients)
A simple process that keeps you informed at every stage.
Book Appointment
Book online or call us. We’ll confirm what documents you need to bring and schedule a time that suits you.
Submit Documents
Upload your documents securely or bring them to your appointment. We’ll verify everything for accuracy.
We Prepare Return
Our team prepares your return with precision, maximising deductions and ensuring full ATO compliance.
Review & Approve
We walk you through the prepared return and make any final adjustments before lodgement.
ATO Lodgement
We lodge your return with the ATO on your behalf, helping you meet deadlines and reduce stress.
Post-Filing Support
We remain available for ATO queries and help you plan for the next financial year.