Bristax

Tax Accountants Brisbane

Looking for the best tax accountants Brisbane has to offer? Our Brisbane tax agents reduce tax obsessively – in legal & creative ways.

 

If you prefer to see one of our expert tax accountants in Brisbane face-to-face, you can book an appointment at one of our Brisbane offices by calling us on 1300 883 597.

 Once you’ve booked your appointment, if you email us your information it will help to streamline the appointment, but it’s not essential.

We are expert tax accountants. Rest assured that we’ll take the time to understand your situation and provide you with the best possible tax advice.

We’ll maximise your tax refund safely, by making sure you claim the maximum deductions that you’re entitled to. And of course, our fee is tax deductible!

I have used BrisTax for the past 4 years and highly recommend their services and people. The online booking system and option to do tax via phone or email makes the whole process super efficient, and returns are always finalised quickly.

Sara Naylor

Information required

New Clients

If you are a new client of BrisTax, we’ll need the following information:

  • Email address
  • Mobile phone number
  • Tax file number
  • Annual payment summary from employer(s)
  • Date of birth
  • Occupation
  • Residential and postal address
  • Bank BSB & account number for deposit of any tax refund

Where applicable, we’ll also need the following:

  • Bank interest income or other investment income over $50
  • If newly arrived or departing Australia – your approximate date of arrival/ estimated date of departure, your country of origin, and whether you are entitled to an Australian Medicare card.
  • Legal or defacto spouse name, date of birth, approximate taxable income for the financial year, number of dependant children
  • Your annual private health insurance tax statement
  • A summary of investment property income and expenses. Ask us for our investment property checklist.
  • A list of any known tax deductible expenses. For example:

Clothing that has an employer’s logo or is protective 

Tools/equipment

Average monthly phone and internet bill plus your estimated work use % (vs private) of each

Training/courses/memberships

Approximate purchase date and cost of your current computer and your estimated work use %

Approximate work kilometres travelled during the year (from workplace to workplace, not from home to work unless you are carrying bulky equipment)

Average weekly hours spent working from home

 

Donations made to registered charities

Tax agent fees

 

NOTE:

From August onwards we can usually access the following information directly from the ATO, so you don’t normally need to supply it:

  • Annual payment summary from employer(s)
  • Total bank interest income earned
  • Dividend & other investment income
  • Annual private health insurance tax statement.
Existing Clients

If you are an existing or past client of Bristax, we’ll need the following information:

  • Annual payment summary from employer(s)
  • Any change to your residential/postal address, mobile phone number, email address or bank account details since your last tax return

Where applicable, we’ll also need the following:

  • Bank interest income or other investment income over $50
  • If recently arrived in Australia – are you entitled to an Australian Medicare card?
  • Legal or defacto spouse taxable income for the financial year and number of dependant children
  • Your annual private health insurance tax statement
  • A summary of investment property income and expenses. Ask us for our investment property checklist.
  • A list of any known tax deductible expenses. For example:
    • Clothing or footwear with an employer’s logo or that is protective
    • Tools/equipment
    • Average monthly phone and internet bill plus your estimated work use % (vs private) of each
    • Study/training/courses/memberships
    • Approximate purchase date and cost of your current computer/tablet/mobile phone handset and your estimated work use %
    • Approximate work kilometres travelled during the year (from workplace to workplace, not from home to work unless you are carrying bulky equipment)
    • Average weekly hours spent working from home
    • Donations made to registered charities

NOTE:

From August onwards we can usually access the following information directly from the ATO, so you don’t normally need to supply it:

  • Annual payment summary from employer(s)
  • Total bank interest income earned
  • Dividend & other investment income
  • Annual private health insurance tax statement.

I’m glad Stephen was recommended to me. From the moment I made my first enquiry he was professional and quick to respond to any questions I had. I went in very nervous and he had me feeling at ease. Highly recommend.

Kirsty Duhring