Individual Tax Returns
Individual tax return sorted by the team that already knows your business.
Individual tax returns (ITR) prepared as part of your Cotchy package, so your personal and business finances are always looked at together.
Your ITR, added to your package
Your personal and business tax handled by the same team.
Individual Tax Return Lodgement
Deductions Reviewed in Context
Advice That Connects the Dots
WHY ADD YOUR ITR TO YOUR PACKAGE
One team. Your full financial picture.
For existing Cotchy clients, adding your individual tax return to your package means the same team that manages your business finances takes care of your personal return too. There’s no need to brief a separate accountant or repeat yourself, we already understand your business income, structure and financial position.
We prepare individual tax returns accurately, identify eligible deductions and make sure your personal obligations are met alongside your business ones. It’s a natural extension of the work we’re already doing for you.
No double handling
Your personal and business finances are managed by the same team, so nothing gets missed and nothing needs to be explained twice.
Deductions reviewed in context
Because we already know your business, we’re better placed to identify legitimate deductions relevant to your specific situation.
Advice that connects the dots
We look at your individual return in the context of your broader financial picture, not in isolation.
Who we’re good for
For business owners who have better things to do.
Whether you’re just starting out, booked solid or scaling up, we’ll meet you where you’re at.
YOUR ITR ADD-ON
Your personal return is part of the bigger picture.
When your individual tax return is prepared by the same team managing your business finances, the result is more accurate, more complete and more useful. We’re not just lodging paperwork, we’re looking at how your personal position connects to your business and what that means for the year ahead.
HOW IT WORKS
No briefing required. We already know your numbers.
Add to your package
Individual tax returns are available as an add-on to your existing Cotchy business package. Speak to your accountant about adding it.
- Available as an add-on to your package
- Speak to your accountant to get started
- No new onboarding required
- We already know your business
We review your information
Using what we already know about your finances, we review your income, deductions and any relevant investments or business activities.
- Income and deductions reviewed
- Investments considered
- Based on what we already know about you
- No need to start from scratch
Prepare, review and lodge
Your return is prepared, reviewed for accuracy and lodged with the ATO. We’ll follow up with any advice relevant to the year ahead.
- Return prepared accurately and on time
- Reviewed before lodgement
- Lodged directly with the ATO
- Advice provided for the year ahead
Ready to master your books?
built for small businesses
Better advice starts with the full picture.
Having your individual return prepared by the same accountant who manages your business means fewer gaps, better advice and a complete picture of your financial position. It’s one of the simplest ways to get more value from your existing Cotchy package.
Your individual return, in the right hands.
As part of your Cotchy package, we prepare individual and sole trader tax returns with accuracy and attention to detail. Whether you have investment property income, rental property deductions, capital gains or dividend and share income to declare, we look at your full picture to make sure everything is captured correctly.
We also provide ongoing tax advice throughout the year, not just at lodgement time, so you always have someone to turn to when financial decisions need to be made with tax in mind.
The Cotchy Difference
A separate accountant vs adding it to your package.
| Separate accountant | Cotchy ITR add-on | |
|---|---|---|
|
Knowledge of your business |
Needs to be fully briefed from scratch |
Already knows your full financial picture |
|
Risk of gaps |
Higher – no visibility of your business finances |
Lower – personal and business finances connected |
|
Coordination |
Two separate relationships to manage |
One team handling everything |
|
Ongoing support |
Typically at tax time only |
Year-round support as part of your package |
WHY COTCHY
Why add your Individual Tax Return to your package?
This service is available exclusively to existing Cotchy clients as an add-on to their current package. We don’t offer standalone individual tax returns to people who aren’t already working with us — it’s about providing better, more connected advice to the clients we already know well.
Australian tax professionals, jargon-free advice, accurate and compliant lodgements, and year-round support that understands your full financial picture.
Your personal and business tax handled together
No need to brief a separate accountant
Deductions reviewed in the context of your business
Accurate, compliant lodgements every time
Year-round support, not just at tax time
Streamlined integrations
Sync the toolsyour business already uses.
Cotchy can help connect your accounting software, payment platforms, receipts and business systems so your monthly bookkeeping process is smoother and more accurate.
Common questions about adding your ITR.
Who can use Cotchy for an individual tax return?
Individual tax returns are available as an add-on for existing Cotchy clients. If you’re not currently on a Cotchy package, get in touch to find out more about our services.
Can you help maximise my deductions?
Yes. Because we already understand your business and financial position, we’re well placed to identify legitimate deductions relevant to your circumstances.
What information do you need?
We already have a lot of what we need. We’ll let you know if there’s anything additional required based on your personal circumstances, such as investment records or rental property information.
Can you prepare sole trader tax returns?
Yes, for existing clients where sole trader income is part of your engagement with us.
Do you offer tax planning as well?
Yes. Many clients combine their individual return with proactive tax planning. Speak to your accountant about what’s included in your package.
Can you help if I live outside Melbourne?
Yes. We work with clients across Australia using secure online systems.
Already a Cotchy client? Add your individual return today.
Talk to your accountant about including your individual tax return in your package.