3 Step Tax Return

Step 1: We make sure we have your personal details right

If you are a new client, simply complete the New Client Form (PDF), which asks for the basic information we need to welcome you as a client. Once you return this form to us we will let the Tax Office know that you have become one of our clients.

If you are already one of our clients, you can use this form and update any necessary changes. This form lists your details as we have them on our system. You just need to let us know if anything has changed.
Step 2: We prepare you a Tax Checklist and prepare your tax return electronically 

Once we have received the completed new client form, we will contact the Tax Office to find out what information they already have about your income for this year. This may include PAYG payment summaries (supplied by your employer) and details of any interest or other investment income you received for the year.

We use this information, and our knowledge of the deductions allowed for your specific occupation, to prepare your Personalised Tax Checklist. Your checklist will only ask questions that are actually relevant to you and may even prompt you to claim things you hadn’t thought of before. Use the checklist to record all of your income and expenses for the year and then email it back to us.

If you have any questions at this point, you just need to let us know and we will give you a call and go through the checklist with you either over the phone.

Once we have received all of the information we need from you, we prepare your tax return using our electronic Tax Agent software. Every tax return prepared by us undergoes our quality assurance review process to ensure that it is 100% correct.
Step 3: We email your Tax Return to you for signing and your refund is then paid into yourbank account

Next your tax return is saved as a PDF document (with password protection) and emailed to you to be checked and signed. You just need to print out the pages that need to be signed (we will let you know which ones they are) and then either email, fax or snail-mail those pages back to us.

At the same time we will email you our invoice for the preparation and lodgement of your return. You will need to pay us, either by making a direct deposit into our bank account or by providing us with your Visa or MasterCard details, before we lodge your return.

On the day we receive your signed tax return, provided your account with us has been paid, we will lodge your tax return electronically with the Tax Office.

Because we use the electronic lodgement system, the Tax Office will usually process your return and issue your assessment within 2 weeks. If you elect to have your refund paid straight into your bank account (which we suggest) you will often see it even earlier than that. If at any point throughout the 3-step process you find that you need help with anything at all, we are just an email, text or phone call away.