Want to optimise tax preparation and save time? Use our Online Tax Preparation and Tax Return Checklist to gather your documents for our meeting.
If you would like us to prepare your tax return via email our process is as follows:
Step 1: As your tax agent, we can access your invofmation directly from the ATO including:
- Details of income and tax paid where you are an employee;
- Interest, dividend and trust distributions (as long as you have reported your tax file number to the relevant institution);
- Penalty interest paid to the ATO;
- Medicare data.
Step 2: We will prepare a draft tax return and email it to you along with a checklist of the other information that we will require. this may include:
- Work related expenses;
- Rental property expenses;
- Profits/losses on the sale of assets e.g. shares, rental property;
- Donations;
- Income protection insurance;
- Other income and expenses.
Step 3: Email us the additional information requested.
Step 4: Within 24 hours we will complete your return and email it to you for signature.
Step 5: You email or fax us the return signed and we will lodge it with teh ATO*
All done in a few simple steps from the comfort of your home!
Note*: payment will be required via EFT/credit card/fee from refund prior to the lodgement of your return.
To begin, please complete the following fields and we'll get the ball rolling!
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