Couples & Partner Tax Return Appointment
Northern Accountants prepares joint tax returns for married and de facto couples for a published fixed fee of $338 ($169 × 2). We optimise spouse offsets, Medicare levy surcharges, private health insurance rebate tiers, and shared family deductions across both individual lodgements.
What is Included in Your Service Scope
Our transparent service scope covers the full end-to-end preparation, review, and electronic lodgement of your engagement with an agreed fixed quote and zero surprise hourly fees.
- Dual Individual Lodgements: Complete preparation and lodgement for both partners in a single coordinated appointment.
- Family Tax Threshold Balancing: Calculation of joint family taxable income for Medicare levy surcharge exemptions and private health rebates.
- Spouse Offset Assessment: Review of spouse super contribution tax offsets and dependant invalid tax offsets where eligible.
- Zone A Offset for Couples: Full reconciliation of Northern Territory Zone A tax offsets across both individuals' residency days.
- Coordinated Refund Direct Deposit: Independent or combined bank account allocations for each individual partner's refund.
What to Bring to Your Appointment
To ensure our registered tax agents can complete and lodge your engagement promptly, please bring or provide the following documentation.
- Photo ID for both partners
- Payment summaries / myGov income statements for both individuals
- Private health insurance statements covering both adults and dependants
- Receipts for individual work deductions and self-education costs
- Child support payment records or Family Tax Benefit details if applicable
How Our 3-Step Appointment Process Works
We make booking and completing your tax compliance simple, whether you visit our Casuarina Village or Palmerston City office in person, or choose a remote telephone consultation.
- Step 1: Reserve Online or Phone — Book directly online via our online calendar, or phone Casuarina on 08 8941 3900 or Palmerston on 08 8932 8004 to reserve your preferred consultation time.
- Step 2: Consultation & Review — Meet with your dedicated tax agent to review income records, verify Zone A entitlements, and apply all eligible deductions.
- Step 3: Direct Lodgement & Confirmation — We lodge directly through the ATO Tax Agent Portal and provide immediate confirmation receipts and tax estimate schedules.
Client Reviews and Direct Office Contact
5 out of 5 stars"Kash is a skilled professional with expert knowledge of Territory tax rules. Everything was lodged quickly with zero hassle."
5 out of 5 stars"Super friendly, efficient and good at what they do. Transparent fixed pricing means no nasty surprises when you get your return."
Fixed-price tax returns from $169 · Registered Tax Agents · No surprise hourly fees
Frequently Asked Questions
Clear answers regarding our appointment scheduling, document requirements, and lodgement process.
Do both partners need to attend the appointment in person?
It is helpful if both attend, but one partner can attend provided the absent partner provides written authorisation and photo identification.
How does lodging together save money on Medicare levy surcharge?
Combining returns allows our agents to correctly balance the family income threshold ($194,000+), ensuring neither partner pays an unnecessary Medicare levy surcharge.
Can we lodge together if one partner is self-employed?
Yes. If one partner operates as a sole trader, we prepare their sole trader business schedule alongside the partner's return under our clear published fee schedule.