Income Tax Returns
Tax handled with care, clarity and attention to detail.
We prepare and lodge income tax returns for individuals, companies, trusts and partnerships across Ipswich and the surrounding region. Whether your return is a straightforward salary and wage summary or takes in rental properties, investments and several entities, we take the time to understand your circumstances before anything is lodged.
- Registered tax agents based in Ipswich since 1990
- Individuals, companies, trusts and partnerships
- Experienced with rental properties and defence personnel
A return prepared by someone who knows your situation.
An income tax return reports the income you earned over the financial year and the deductions you are entitled to claim, so the Australian Taxation Office can work out your final position. For some people that means a single income statement and a handful of receipts. For others it takes in rental income, investments, a business, or a combination of entities that all need to line up with one another.
Getting it right matters in both directions. Missing a deduction you were entitled to claim costs you money; claiming something you cannot substantiate creates a problem later. And because the rules are adjusted from year to year, what applied to your return last time will not always apply this time.
We work through your return with you rather than around you — checking what has changed, asking about the things that are easy to forget, and explaining the outcome in plain language before we lodge. If something in your circumstances warrants a closer look, we will say so.
If you run a business through a company, trust or partnership, there is usually more than one return involved — the entity lodges its own, and so do you. Give us a call and we will walk you through what is required.
What we can help you with
We have vast experience with tax returns, from simple basic returns through to considerably more complicated ones. These are the areas we are asked about most often.
Individual tax returns
Salary and wage earners, part-year returns, several employers in one year, allowances, and the work-related deductions that apply to your occupation.
Company tax returns
Preparation and lodgement of company returns, reconciled against the financial statements prepared for the same year.
Trust and partnership returns
Returns for trusts and partnerships, including distribution statements and the individual returns of the people behind them.
Investment income
Interest, dividends, managed fund distributions and capital gains events, together with the records the ATO expects you to hold.
Rental properties
Rental income and expenses, apportionment where a property was not available all year, and depreciation where a schedule has been prepared.
Defence personnel
Returns for Australian Defence Force members, including the allowances and deductions that commonly come with service life.
Deductions relevant to your circumstances
We work through what you may be entitled to claim under the rules in force for the year, and what you will need in order to substantiate it.
Record preparation and lodgement
Pulling your documentation into order, preparing the return, and lodging it with the ATO as your registered tax agent.
Every return is different. What you can claim depends on your own circumstances and the legislation in force for that financial year.
Property income, reported properly.
Rental properties are one of the most common reasons a return stops being straightforward. Income and expenses need to be reported for the right period, in the right proportions, and split correctly between what is claimed now and what is claimed over time.
We work with property investors across Ipswich and the surrounding suburbs — from a first investment property through to holdings inside a trust or company. If you have bought, sold, refinanced or first rented out a property this year, tell us early; those events usually change what the return looks like.
- Rental income, agent statements and end-of-year summaries
- Repairs, maintenance and capital works treated appropriately
- Apportionment where the property was not available for rent all year
- Depreciation where a schedule has been prepared by a quantity surveyor
- Capital gains events when a property is sold
Who this service is for
Individuals and families
Salary and wage earners, couples lodging separate returns, and households juggling more than one source of income.
Sole traders
People running a business in their own name, where business and personal income are reported on the one return.
Companies
Small and medium companies needing an annual return prepared alongside their financial statements.
Trusts and partnerships
Family trusts, unit trusts and partnerships, together with the returns of the beneficiaries or partners involved.
Property investors
Owners of a single property or several, including those holding property through a structure.
Defence personnel
Serving and former Australian Defence Force members, a group we have worked with for many years.
How we prepare your return
The same considered process, whether your return takes twenty minutes or a good deal longer.
- 01
Understand your situation
We start with what has changed since last year — a new job, a property, an investment, a business, a change at home. It is usually the changes that matter most.
- 02
Review the relevant records
We work through your income statements, receipts, bank and investment statements and any other documentation, and let you know early if something is missing.
- 03
Prepare and assess
We prepare the return, apply the deductions available to you under the current rules, and check it against the information the ATO already holds.
- 04
Discuss the outcome
Before anything is lodged we talk you through the result and what it means, so there are no surprises when the assessment arrives.
- 05
Lodge and follow up
We lodge your return as your registered tax agent, and stay available if the ATO raises a question about it afterwards.
What to bring to your appointment
You do not need to arrive with everything in perfect order — sorting out the paperwork is part of what we do. That said, the more you can bring to the first appointment, the fewer follow-ups are needed afterwards.
- Photo identification if you are a new client
- Your tax file number and bank account details
- Income statements, payment summaries and any PAYG details
- Interest, dividend and managed fund statements
- Receipts and records for the deductions you intend to claim
- Rental property statements and any depreciation schedule
- Private health insurance and spouse details where relevant
Important considerations
Due dates depend on your circumstances
Lodgement dates differ between individuals, businesses and entities, and can change depending on your lodgement history and whether you lodge through a registered tax agent.
Deductions need to be substantiated
A deduction generally has to relate to earning your income, and you need records to support it. We will tell you where the evidence looks thin.
The rules change
Thresholds, rates and the treatment of particular expenses are adjusted regularly. Something that applied a few years ago may no longer apply today.
Keep your records
The ATO expects you to retain the records supporting your return for a set period after lodgement. We can explain what that means for the claims you have made.
This information is general in nature and does not take your particular circumstances into account. We do not guarantee any tax outcome. Requirements can depend on your circumstances and current legislation — speak with our team for advice relevant to your situation.
Useful ATO resources
Published by the Australian Taxation Office. Useful for background reading — though for anything specific to your return, it is quicker to ask us.
These are external government resources, published and maintained by their respective agencies rather than by Bachmann Robinson. Links do not imply a recommendation of their content. For anything specific to your circumstances, speak with our team.
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Common questions about tax returns
When is my tax return due?
Do I need an appointment, or can we do it remotely?
What if I have several years outstanding?
Can you handle my business and personal returns together?
How do I know what I can claim?
The ATO has queried my return — can you help?
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Let’s talk about what you need.
Whether you have a straightforward question or a more complex financial situation, our team is here to help.
Level 1, 265 Brisbane St, Ipswich QLD · Mon–Fri, 9am–5pm