2025 Tax; If you are touching base about 2025 tax returns, it is too soon. Please wait until late July so that the ATO's database has had time to update with all the needed information: https://www.ato.gov.au/media-centre/the-stakes-are-high-if-you-lodge-in-early-july

We operate via email and phone. How does this work? It’s really simple;

• No appointments; When ready, send an email to rreyes.eletax@gmail.com

• Information; To ensure your info is complete. See our checklist below

• Completed return; This is emailed to you including pages to sign. Invoice payable via bank transfer.

What do you need to do?

1. Last year; Review your last tax return. If nothing has changed (personal info, income, deductions), we can lodge the same. Otherwise, tell us what’s new. 

2. Information; Our ATO reports generally provide wages, interest, dividends and private health. This means you may not need to send us much. If it is early (July/August), the ATO may not have everything. Please keep your emails clear and succinct, e.g. dot points.  Check with Red if you are unsure

3. No receipts; Please do not send receipts unless requested. If we need any documents, we will let you know. However, the ATO require you have kept receipts at home. If you have a lot of expenses, use our excel spreadsheets linked below.

4. ATO guides and Excel spreadsheets; We have templates and checklists for motor vehicle claims (logbook), sole traders, rental properties, travel and CGT. See links below.

ATO Guides Great tips here from the ATO (click text to open link in new tab)

• Occupation and industry guide summaries

• Work from home

• Motor vehicle

• Records and receipts

• Travel

• Donations

• Self-education

• Uniform and Laundry

• Residency

• Tips for rental properties

Tax for artists presentation for Outloud Arts; As presented 21 May 2025. Canva presentation here

General checklist;

• Personal info; Any changes to personal details? E.g. postal address, email, phone number, bank account, legal name, number of dependant children?

• Income; Our ATO records might be incomplete. Double check things like bank interest, dividends. You will have to tell us also about rental income and sole trader income.

• Deductions; Send a list or excel spreadsheet via email. E.g. donations, travel (excluding from home), uniforms, new equipment, self-education, working from home, phone and internet.

• ATO guides; For some help, check the ATO's great guides. Occupation and industry guide summaries

• Spouse; If living with a partner, what was your spouses full name, DOB and annual taxable income?

• Other items; This includes child support paid, income protection insurance, deductible super contributions, spouse contributions.

• Capital gains; Did any capital gains tax events occur? This includes shares sold, crypto, managed funds sold, rental property sold.