Need Free Help Filling Your Individual Tax Return?

Untitled designHelp! I need somebody (to help me with my tax return).

It’s tax time and finder.com.au is here to help you make it through to the other side. Read on for our full guide on what to do if you need a little help.

What is the tax help program?

The tax help program is a service provided by the Australian Taxation Office (ATO) designed to help with their tax returns, free of charge. Tax help is a community of volunteers who provide expertise and advice for those trying to complete their tax returns themselves. The volunteers don’t actually work for the ATO, but are given full training and support.

Tax Help is designed especially to help people on low incomes or people who would describe themselves as:

  • Seniors
  • Students
  • People from non-English speaking backgrounds
  • People with a disability
  • Aboriginal people and Torres Strait Islanders.

Though they can help others too. The program is only really able to help those filling out straightforward returns, so if you’re filing on behalf of a business, trust or corporation, if your return has many complications, they may refer you to a professional tax service.

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Choosing a tax agent

Rates last updated November 20th, 2017
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One Minute Tax
One Minute Tax
Lodge a basic tax return online from just $99.
    One Minute Tax could help you:
  • Lodge your individual tax return
  • Lodge a company tax return
  • Maximise your return
  • Online bookkeeping
Go to site More info
Refund Express
Refund Express
Lodge a basic tax return online from just $29.
    Refund Express could help you
  • Lodge your tax return online
  • Maximise your tax return
  • Claim various income streams and deductions
Go to site More info
Commonwealth Financial Planning
Commonwealth Financial Planning
Free initial consultation offer with a financial planner Commonwealth Financial Planners could help you:
  • Grow your super
  • Insure your family and assets
  • Plan your investments
  • Prepare for retirement
Go to site More info

Who can help me file my tax return?

There are basically two ways that you can file your tax return, you can do it yourself or you can pay someone to do it. The tax industry is complicated and affects everyone, so it should come as no surprise to you that there is a booming market for qualified professional services that offer help in return for a fee. There are many companies in Australia who provide tax services, and we’ve tried to help you find one by previewing some of the larger companies. You should find the providers listed on the left hand side of this page, but we’ve also linked them below, so you can have a look through and find a service that works for you.

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How do I use a registered tax agent?

If you decide to use a tax service, then you’ve just decided to make tax season a lot easier. The tax services are designed to make things simple for you, so using their service is often a matter of a few steps.

1) Find a tax agent that suits you. We’ve provided full guides of some of the largest tax services available in Australia, so if you’re not sure what you’re looking for have a look through out previews to find the agent that suits your needs.

2) Contact the agent to discuss your return. An informal discussion will come first. You’ll want to ensure that your service is registered with the Tax Practitioners Board (TPB). This is the legal register of companies that are allowed to provide tax help, if they’re not registered, then they’re operating illegally and should be well avoided. You’ll also want to discuss the fees that they will charge and get an idea of what information they will need from you to ensure that your return is processed swiftly and easily.

3) Begin gathering your financial information. When you’ve agreed to terms with your tax service provider, you will need to start getting your financial statements together. This means you’ll need all your payslips, details about your superannuation, any receipts or bills that you’re claiming as a deduction. If you’re not sure what you’ll need, it’s usually best to bring just about everything and then let your tax advisor decide what is useful and what is not.

4) Pay for your service, hand over your information and go on with your life. Congratulations, you’ve just survived tax season, and it has probably never been easier. Remember, the beauty of paying someone to do your taxes is that you don’t have to do your taxes yourself.


DISCLAIMER: Many of the comments in this article are general in nature and anyone intending to apply the information to practical circumstances should seek professional advice to independently verify their interpretation and the information applicability to their own particular circumstances.


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14 Responses

  1. Default Gravatar
    DanielOctober 2, 2017

    I have rented a car for 12 months to perform home care work. Can I claim the cost of renting the car?

    • Staff
      RenchOctober 4, 2017Staff

      Hi Daniel,

      Thanks for your inquiry.

      You’re entitled to claim deductions for expenses which are directly related to earning an income. If you want to claim a deduction for a work-related expense:

      -You must have spent the money yourself and not been reimbursed
      -The expense must have been directly related to earning your income
      -You must have a record (e.g. a receipt) to prove it

      So, what can you claim? Acceptable deductions include:

      -Vehicle and travel expenses
      -Clothing, laundry and dry-cleaning expenses
      -Gifts and donations
      -Home office expenses
      -Self-education expenses
      -Tools and equipment
      -Interest, dividend and other investment income expenses

      Check out our ultimate guide to tax deductions for full details on what you can and can’t claim.

      You may also get more helpful info on this page.

      Hope this information helped.

      Best regards,
      Rench

  2. Default Gravatar
    DaniJuly 14, 2017

    The WFD Distribution Stmt say that the statement has been prepared on the basis of an individual. If using for another type of entity will need to adjust the Tax Deferred Amount for the relevant entity. Is this correct? I thought it was only necessary for calculating the discount on gains.

    • Default Gravatar
      JonathanJuly 27, 2017

      Hello Dani,

      Thank you for your inquiry today.

      Unfortunately, we are unable to provide specific tax advice as there are personal circumstances that we are unaware of.

      You may refer to this ATO page or consult a tax agent or accountant for further advice.

      Hope this clarifies.

      Cheers,
      Jonathan

  3. Default Gravatar
    AndrewJuly 12, 2017

    I was put off work and needed to cash in my super
    I realise it must go on my tax return
    Will more tax ge taken out on top of what was taken out when i cashed in

    • Staff
      MariaJuly 24, 2017Staff

      Thank you for getting in touch with finder.

      One of the disadvantages in cashing in your super early is that you will pay a higher amount of tax. Also, your super fund will send you a payment summary showing:
      - how much of the super you received is taxable and how much is tax-free
      - how much tax they withheld from the payment to pay on your behalf
      - any tax offset you may be able to claim (for your super income stream).

      For more information on the tax on your super and filing your tax return, you may go to this page

  4. Default Gravatar
    DannyJune 22, 2017

    I am a sole trader and have abn. I need to purchase a computer and a phone. I am worried because I have not much income and how it affects my tax bill.
    I need some help.

    • Default Gravatar
      JonathanJune 24, 2017

      Hi Danny!

      Working with tax return can be a very demanding task. :(

      We may recommend that you consult a tax agent or a financial adviser for this matter. Alternatively, you can take advantage of using the services of etax program.

      Hope this helps.

      Cheers,
      Jonathan

  5. Default Gravatar
    LimaJune 11, 2017

    Sandra earns salary and wages of $47,000 and is eligible for the low income tax offset. Where would she claim this in her tax return?

  6. Default Gravatar
    SylviaMay 13, 2017

    Do I need to declare my UK rental income in both the UK SA Tax Return and the Australian Tax Return. I am being hit with a very large amount of tax for a Senior couple on a medium income.

    • Staff
      AnndyMay 14, 2017Staff

      Hi Sylvia,

      Thanks for your question.

      The ATO requires you to pay tax on your worldwide income, so you’ll need to declare any income you earn from your investment property in the UK.

      While you can often avoid paying double tax because of Australia’s foreign income tax offset system, the whole process can be quite complex. You’ll need professional advice to make sure that you satisfy all the relevant requirements.

      Cheers,
      Anndy

  7. Default Gravatar
    LeonardAugust 6, 2016

    Do I need to complete a Tax return for the year 30 June, 2016? And for any later dates?

    My taxable income for the previous year was $20,236 and I received a small refund from the Tax Office.

    This year my total taxable income will be very similar (e.g. Centrelink pension, small CBA share dividend etc) and I would assume that I am below the cut off point for paying Tax. Centrelink, as far as I know does not deduct any tax from my pension, but there would be a small tax refund from the CBA dividends. I do not think I need to prepare a 30/6/2016 tax return, could you please advise how I go about resolving this matter?

    • Staff
      ClarizzaAugust 8, 2016Staff

      Hi Leonard,

      Thanks for your question.

      We are a comparison website and as such, provide general advice only. If you would like to discuss your personal situation, we recommend you speak to an online tax agent.

      You can also check our Income Tax Calculator and Tax threshold table on the same page for more information.

      Hope this helps.

      Regards
      Clarizza

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