Individual Tax Returns —
Simple, Accurate, On Time.
Whether you are an employee, an ABN worker, an investor or someone with multiple income sources, Ibex Tax Consultants helps you lodge your individual tax return confidently — with every deduction reviewed and every figure checked before lodgement.
Who needs an individual tax return?
Most people who earned income in Australia during the financial year are required to lodge. If you are unsure whether you need to lodge, Ibex Tax Consultants can advise you quickly.
- Anyone who earned income in Australia during the financial year
- Employees with a single job or multiple jobs
- People with investment income — shares, rental properties or bank interest
- ABN workers with a mix of employment and contractor income
- Recent visa holders or Australians returning from overseas
- Anyone who wants to check if they are owed a refund
What documents do you need?
Gathering the right documents upfront makes the process faster and avoids delays. Here is what to have ready when you start your tax return.
- Payment summaries or income statements from employers
- Group certificates
- ABN income records and invoices
- Bank interest statements
- Rental property income and expense records
- Investment income records (dividends, managed funds)
- Work-related expense receipts
- Home office records (if you worked from home)
- Vehicle or travel log (if claiming work-related travel)
- Medicare levy exemption certificate (if applicable)
Not sure what you need?
Every tax return is different. If you are unsure what documents apply to your situation, book an appointment and Ibex Tax Consultants will walk you through exactly what to prepare.
Common deductions explained
Getting deductions right is one of the most valuable things Ibex Tax Consultants does for clients. Below are the most common categories — and the records needed to support them.
Work-related expenses
Uniforms and protective clothing, tools and equipment, professional development courses, union fees and professional memberships.
Vehicle and travel
Work-related kilometres, logbook records, travel between work sites. Commuting from home to a regular workplace is generally not deductible.
Home office
If you genuinely work from home, you may be able to claim occupancy and running costs using the fixed-rate or actual cost method.
Investment and rental deductions
Interest on investment loans, property management fees, repairs and maintenance, depreciation, and other property-related expenses.
Important: Deductions must be directly related to earning your income and not of a private nature. Ibex Tax Consultants reviews all claims before lodgement to make sure they are supportable.
The Ibex Tax Consultants process
A clear, step-by-step process from start to lodgement — no surprises and no chasing.
Submit your details
Tell Ibex Tax Consultants about your income sources and circumstances via the secure document hub or in person.
Upload documents securely
Use the Ibex Tax Consultants secure document portal to upload income statements, receipts and any other relevant records.
Ibex Tax Consultants reviews your information
A tax professional reviews your documents, checks for completeness and identifies deduction opportunities.
Questions are clarified
If anything is unclear or additional records are needed, Ibex Tax Consultants will contact you promptly.
Return is prepared
Your tax return is prepared accurately, with all eligible deductions applied and income correctly reported.
You review and approve
Ibex Tax Consultants provides you with a summary of the return and outcome before anything is lodged.
Lodgement is completed
Your return is lodged with the ATO through Ibex Tax Consultants's registered tax agent portal. You receive confirmation.
What if your return is late?
If you have missed lodgement deadlines, you are not alone. Ibex Tax Consultants can help with late returns for individuals, sole traders and businesses.
It is generally better to lodge late than not to lodge at all. ATO failure-to-lodge penalties can apply, but taking action promptly reduces the financial impact — and in some cases, penalties can be remitted.
Whether you are one year behind or several years behind, Ibex Tax Consultants will help you work through what is owed and get your obligations up to date.
What Ibex Tax Consultants can help with:
- Late individual tax returns (1–10+ years)
- Late sole trader and ABN returns
- Catching up on outstanding BAS lodgements
- Liaising with the ATO on your behalf
- Applying for penalty remission where eligible
Frequently asked questions
Ready to lodge your tax return?
Start online, upload documents securely and let Ibex Tax Consultants handle the rest.