Individual Tax Returns - Our 5 Step Online Process
Step 1: Complete our Online Tax Checklist
To ensure we have all the necessary information to complete your tax return, and get you the best result, we ask that you complete our online Individual Tax Return Checklist.
We also get our current clients to complete this form so we don’t miss anything!
Step 2: We add you as our VIP Tax client and confirm our engagement
Upon receiving your completed Individual Tax Return Checklist, we send you confirmation of receipt of your information and a link to our formal proposal, which includes a direct debit agreement of our $110 Fee for your approval.
Step 3: We prepare your Tax Return
Your Individual Tax Return Checklist information is then allocated to one of our Tax Return Specialist accountants to process your tax return.
We endeavour to complete your return within 48 hours of receiving your information, however queries or requests for further information may increase the turnaround of completing your return.
Step 4: We email your Tax Return for signing
You will receive your Tax Return for electronic signature via Xero Tax. You will need to set up a simple login to securely view and sign your returns.
Once we receive notification that you have signed the returns we will lodge them electronically with the Australian Taxation Office. (This is dependant on receipt of your signed proposal from Step 2.)
Step 5: Your refund is paid into your bank account
If you are due a Refund this is automatically deposited direct to your nominated bank account.
The ATO advise that it can take up to 10 working days to process your refund.
If you have any questions you can contact us via email: firstname.lastname@example.org