Tax Residency

Whether you're an expatriate, new arrival, or returning Australian, our professional team provides tailored advice to ensure compliance with Australian tax laws. We assist in determining your residency status, optimising tax outcomes, and minimising liabilities. With our in-depth knowledge and personalised approach, we make managing your tax obligations straightforward and stress-free.

Who Can ITP Qld Assist?

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All individuals who have paid tax within Australia
All individuals who haven’t paid tax but still need to notify the ATO
Work and Holiday Visa holders – 462 Visa 417 Visa
Part-year residents
Leaving Australia? Early Tax Return lodgement

Benefits of Using ITP

Choosing ITP for your tax residency needs ensures a seamless and comprehensive service tailored to your unique circumstances. Here are the key benefits you can expect:

Professional staff know what to include within your Australian return
Quick and easy lodgement and Multiple ways to lodge with ITP: In-Office, Virtual, Phone or Online
Staff know the process on lodging ‘early tax returns’ if you are departing Australia prior to June 30. – 50-day ATO processing timeframe
Assist to work out your residency status
All customers are backed by our Refund Maximiser Guarantee
All customers benefit from Privilege Plus Loyalty Benefits and Rewards Program
All services & products are backed by our 100% Satisfaction Guarantee, year round
The latest tax knowledge for every industry and circumstances
Special Professional Privileges like extensions with the ATO
Sharing best practices to keep you more organised and (ATO) audit free
Online resources such as ITP’s Receipt Capturing APP, Tax Calculator, Blogs and Social Media (Facebook, Instagram, TikTok, LinkedIn, X)
Continued support after lodgement and ATO representation for queries and audits
Free LiveChat on our website

Considerations and Tips with Tax Residency

We advise considering factors like your time spent in Australia, your home and family ties, and your financial interests. Keeping detailed records of your travel, employment contracts, and residential status is essential. For expatriates, understanding the implications of double taxation agreements is vital. We’re also with you for your HELP debt and leaving the Country, and lodging on time.

Make sure you bring the following documents to your appointment:

  • Identification details
  • ID needs to be sighted by ITP staff member; in person, virtual
  • Personal details need to match the current Australian Taxation Office records
  • Income earnt up until date of departure or from time of arrival
  • Deductions paid for within the period

Next Steps after Lodgement

After lodging your tax return, you can expect prompt and professional support. Our team ensures your return is processed efficiently, keeping you informed at every step. We'll notify you of any updates or actions required and provide clear explanations for any queries from the ATO.

We can also:

  • Help with completing Forms - super (DASP)
  • Obtain tax advice for following years return
  • Represent you should an audit arise or the ATO requires further assistance

Common Myths & FAQs

What documentation do I need to prove my tax residency status?
Proof of Physical Presence: Documents such as visa records, entry and exit stamps in your passport, or residency permits. Proof of Ties: Evidence of your connections to the country, such as lease agreements, utility bills, or bank statements showing local transactions. Employment and Income: Pay slips, employment contracts, or tax statements from local employers. Family and Social Ties: Marriage certificates, birth certificates of children born in the country, or memberships in local clubs or organisations. Intent to Stay: Documents showing your intent to reside permanently or long-term, like a driver's license, voter registration, or proof of enrollment in local schools. Tax-related Documents: Tax returns filed in Australia, tax residency certificates issued by the ATO, or correspondence with the ATO regarding your residency status.
Can I be a resident of more than one country at the same time?
Yes, but this may involve double taxation agreements to avoid being taxed twice on the same income.
How do I determine if I am an Australian tax resident?
Factors include time spent in Australia, intent to stay, and ties to Australia such as family and employment.
How does my residency status affect my tax obligations?
Residency status determines your tax rate, deductions, and reporting requirements.
What is the difference between a resident and a non-resident for tax purposes?
Residents are taxed on worldwide income, while non-residents are taxed only on Australian-sourced income.
What should I do if my tax residency status is unclear?
Contact ITP Queensland for personalised advice and assistance in determining and managing your tax residency status.