1 | Complete the attached Client Info form as much as possible and email us along with your scanned PAYG summary.
If you are a new client to our practice, please also send an ID (e.g. Passport or Driver License copy). If you are covered by Private Health Insurance, please send Annual Tax Statement provided by your insurer. Download Client Info Form |
2 | We will email the completed draft tax returns for your approval. If all good, you can send back signed tax return by email alongwith transfer of fees in our bank account. If you need discussion on completed tax return, we are available for discussion on phone, email or in person at our office. |
3 | Once approved, we will lodge your tax return to Tax Office electronically through our software. Tax Office will then process your tax return and the refund will directly be deposited in your Australian bank account. ATO processing and transfer of refund will take approximately 10 working days. (sometimes it may take longer depending on Tax Office's process). |
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no obligation meeting |