Skip to main content
Back to glossary

Tax Return

An annual filing that reports your income and deductions to calculate the tax you owe or are refunded.

A tax return is the form you submit to the tax authority declaring your income, deductions, and credits for the year. It reconciles what you actually owe against what was already withheld, resulting in either a refund or an additional payment. Employees with simple situations may have it handled by their employer, while the self-employed and those with extra income usually file themselves. Claiming every deduction and credit you qualify for is where a return saves you money. Keeping organised records throughout the year makes filing faster and more accurate.

Example

Your return shows $7,000 of tax due but $7,500 was withheld from your salary, so you receive a $500 refund.

Try in Assetli

Read more

Ready to put it into practice?

Try Assetli free — no credit card required.

Try free