You'll Do Better With Happy Tax

  • No Money Upfront - Fee From Refund
  • Electronic Lodgement 
  • Get Maximum Returns - Qualified Accountant 
  • Defence Force Specialist 
  • Get Your Money Faster - Refund Paid into Your Bank Account

For faster returns please read the below before your appointment.

What to Bring to Your Appointment

  1. Your PAYG payment summaries (group certificates) or statement of earnings
  2. Government payment summaries (eg. pension, austudy, newstart allowance etc)
  3. Interest and dividend income
  4. Other income eg. Income from managed funds, business income, partnership income, rental income or capital gains details
  5. Receipts or details of work related deductions
  6. Dependent spouse and children details
  7. Spouse income for Medicare levy surcharge purposes
  8. Private health fund statement
  9. HECS and/or financial supplement loan statements
  10. Child care benefit letter and approved child care expenses
  11. Last year’s tax return and assessment notice (if available)
  12. If you want your refund paid into your bank account, make sure you have the account number and BSB

Deductions

To make a deductions claim, you must have made the purchase in the course of earning your assessable (taxable) income and it must not be a private, domestic or capital expense. If the expense was both work-related and private or domestic, you can only claim a deduction for the work-related portion. Read more.

Income you must declare

You pay income tax on assessable income you receive, such as salary and wages, most Centrelink payments, investment income from rent, bank interest or dividends, business income; and capital gains from selling assets like shares or property. Read more.

Offsets

In addition to claiming allowable deductions, you may be entitled to claim tax offsets. Tax offsets (sometimes referred to as rebates) directly reduce the amount of tax payable on your taxable income.

In general, offsets can reduce your tax payable to zero but on their own they can't get you a refund. Read more.

Let Happy Tax Do Your Tax

Call 07 4755 1111 or Complete the Online Form

 51 Thuringowa Drive, Townsville (In The Grow Your Wealth Building)

Happy Tax