Level 10/20 Martin Place, Sydney CBD NSW 2000 (Town Hall, Martin Place)
02 90239977

smarter way to file tax return

in person. by phone. online

We help lodging tax returns from anywhere. Get your biggest
tax refund with no tax knowledge needed. 

Expert CPA tax accountants

tax return sydney – smarter way

Choose the option below that works the best for you. We will do the rest.

in person

Expert CPA Tax Accountants, convenient Sydney CBD location

by phone

Have your documents ready, call now or book a telephone appointment for later

online (assisted)

Register, enter details, be guided online, submit to us for review and advice

other services

Complex tax advisory, business registration, bookkeeping & BAS, SMSF

what to have for appoinment

  • Your ID and Tax File Number
  • Bank details for refund
  • Payment Summaries (PAYG, Termination)
  • Details of spouse taxable income
  • Annual bank statement showing interest earned
  • Annual statement for investment properties
  • Dividend statements
  • Annual share trading reports in PDF and CSV
  • Annual statements from managed investment funds
  • Details of foreign income earned
  • Annual private health insurance statement
  • Last year tax return
  • Details of Income Protection Insurance, Sickness and Accident Insurance
  • Expense statements/receipts for investment property, depreciation report, mortgage bank statement
  • Evidence of donations to charities
  • Annual statement from Investment, Trust or Managed Fund
  • Accountant Fees Invoice for previous year’s tax return
  • Log book and expense receipts for vehicle used for work purposes
  • Receipts for work-related travel expenses
  • Receipts for tools, equipment and uniform
  • Education related expenses


Tax Return
Luke Gardiner

Always quick service, tax returns go smoothly, worth every cent

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Tax Return
Christian Webb

Needed to file multiple tax returns, got it done in 30 minutes
Tax Return

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Tax Return
Bryan Hall

Quick and easy, I couldn’t make it into the office but most of the work could be done without me there. Signed docs and sent them in for a quick turn around
Tax Return

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Tax Accountants
Phillip Ager

City Tax has helped me for the last few years with my tax returns, Super helpful and pleasant to deal with. Highly recommended!
Tax Return

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Tax Return Sydney
Charlotte Bradshaw

Booked an appointed online without any hassles and lodging personal tax return was really straight forward. My accountant was very informative and answered all my questions. I would highly recommend using them for personal or business purposes
Tax Return

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Tax Return Melbourne
Theo Zoumas

I dealt with City Tax Accountants for the first time this year (with Elina). Amazing to deal with and helpful and fast – I definitely don’t know the ins and outs when it comes to what I am able to claim back etc but Elina walked me through it all and happy to say that have been able to get back as much as possible on my tax return! Thank you Elina and the team at City Tax Accountant – will definitely be dealing with you again next financial year!
Tax Return

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Tax Return North Sydney
Chris Lord

Friendly and professional service 🙂
Tax Return

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Tax Return Parramatta
Sarah Lalor

Very easy and quick meeting as well as ease of lodgement
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Tax Accountants
Ophelia Heffernan

Elena is an excellent tax accountant! She has been doing my personal tax returns for about four years now and I find her incredibly easy to deal with, she is extremely efficient and fast, and always professional. I highly recommend her!
Tax Return

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Tax Accountants Sydney
Justin Geaney

Elina is a very proficient tax accountant who can manage very complicated matters efficiently with great outcomes. I had a complicated situation that required a dispute to be lodged with the ATO, and Elina secured the best outcome possible for me
Tax Return

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Accountants Sydney
Amy Jean

I walked into Elina’s office knowing nothing and dreading it like a dentist appointment. With her personable but straightforward approach I relaxed within minutes while she went through several years of Tax Returns with me. What I thought was a daunting mess, Elina untangled expertly and concisely. Thank you!
Tax Return

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Accountant Sydney
Lisa Whitehall

My first time at City Tax Accountants with Elina. Extremely impressed and will be going back next year
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Tax Refund
Ella Aird

After putting off my tax for THREE years, Elina from City Tax helped me sort out all the mess and get a return that was better than I expected – all done over the phone in less than an hour. I will be using them again back for sure! 🙂
Tax Return

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Tax Refund Sydney
Gary Boyd

I have used City Tax Accountants for 2 years. Elina is always efficient, knowledgeable and has helped me understand some of the more complex aspects of the tax rules. She does this in an easy to understand way
Tax Return

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Tax Agent
Tim Whyld

Elina is a fantastic tax accountant, she does a great job for us every year
Tax Return

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Level 13 135 King St

Sydney NSW 2000

Phone:  02 9023 9977


Working hours:

Monday-Friday: 9:00 – 17:00

Saturday-Sunday: Closed


Lodging tax return Sydney with City Tax Accountants means you can rest assured that your tax deductions are always legally maximised, vital rental property deduction haven’t been forgotten (whether it is depreciation or interest on mortgage), 50% capital gains tax discount is applied and you received advice on how to manage your finances tax effectively.

investment property tax & advice 95%
capital gains tax & advice 98%
share trading tax & advice 75%
sole trader tax & BAS 97%

Tax Return SydneyOur Tax Accountants Sydney can provide you with a one stop-shop for all your accounting and taxation needs. City Tax Accountants Sydney keeps our clients abreast of changes in law

Tax time seems to always be right around the corner. If it isn’t time to file your tax return Sydney CBD it is time to plan for it and get your records in order to make  sure you are well prepared and organised. Keeping good records and documentation is the key to smoothly filing any type of tax return.

For information that can help with this year tax return it’s good to have your last year’s one handy for the reference. Last year’s losses brought forward to the current year as well as fixed assets balances may well increase your current year tax refund or decrease tax payable. If you are looking for a free consultation in respect to your tax return in Sydney CBD you can get it from City Tax Accountants (by booking/changing your appointment online in a real time from: tax return Sydney CBD)

Records you need:

Income Records

  • PAYG Payment Summaries and/or Termination Payment Summaries
  •        Details of spouse taxable income & date of birth
  •        Details of child support payments received
  • Statements showing any additional income earned from bank interest, property investment, share dividends, debentures, buying and selling shares, foreign pensions, trusts or managed investments
  • Payment Summaries for pensions or annuities
  • Centrelink Payment Summary for any allowances or payments received


Expense Records

  • Medical Expense Receipts if your total spend was greater than $2,060. This includes receipts for prescriptions, optical, dental and medical expenses
  • Details of Income Protection Insurance, Sickness and Accident Insurance
  • Expense statements/receipts showing expenses for investment property(s), depreciation report/s, interest and fees on investment loans
  • Evidence of donations to charities
  • Annual statements from any Investment, Trust or Managed Funds showing interest and fees
  •        Accountant Fees Invoice for previous year’s tax return
  • Log book and expense receipts for any vehicle used for work purposes
  • A list of and receipts for work-related travel expenses that have not been reimbursed by your employer
  • Receipts for tools, equipment and clothes (including cost of maintenance/laundering), which you have bought for the purpose of work
  • Receipts for education materials (e.g. books, specialty publications) and courses that you have invested in, in order to improve your work-related skills and knowledge, provided your employer has not reimbursed you.


  • Business and income expenses
  • Superannuation contributions

Lodging your tax return Sydney CBD:

You have gathered your records and feel confident that you have everything you need. Now you must file and there are several options available to you to do that.

  1. File online. Usually this is the fastest, easiest way to file, if you have a simple return. Many online sites have easy to follow instructions and most have online help available to answer any questions.
  2. Paper forms. These are becoming almost obsolete, but if you feel more comfortable with this by all means continue.
  3. Tax specialists. Many companies offer fast and simple returns done and normally just a few questions and you are done.
  4. Tax Help. Trained and approved by the Australian Tax Office there are offices in most cities, states and territories.

Tip: If you use a tax specialist be sure they have been trained and are knowledgeable regarding the type of return you need. If you have a more difficult return then go to a certified, chartered or licensed specialist. Don’t pay more than you need to or reduce your refund by using a company not versed in your returns.

 After the Lodging

After you have filed your tax return Sydney CBD be sure and put your important tax papers together along with all of the documentation that you used. We suggest a folder or large envelope that can be sealed and the dates and forms included printed on the outside. You must retain your information for five years. If possible, store these in a location that is safe, fireproof and easily accessible. Online storage is highly recommended, such as GoogleDrive, OneDrive.

In case of an audit you can easily produce the records that will be needed to verify all of the information for the years that are in question. The more organized you are the faster the audit can be done.

Preparing for Next Year

Now you are ready for next year. If you ended up having to pay a tax now is the time to start planning ahead so that you can reduce or eliminate the need to pay for this coming year. Review your tax return Sydney CBD and see where you could possibly affect the outcome. Do you have enough deductions? Could you increase your withholding? Look for areas that you can improve or reduce. Look at hiring a tax specialist; they can help you to reduce your tax liability.

Above all keep every receipt you think might be deductible. You can always dispose of them later if it proves they are not of use, but it could be difficult in some cases to replace them. Good record keeping is the secret to alleviating the headache of lodging your individual tax return Sydney CBD.


City Tax Accountants is a proud member of the following associations

Tax Return
Online tax Return
Tax Refund
Tax Return Online
Tax Calculator
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