PREPARING FOR YOUR TAX RETURN APPOINTMENT
STEP 1: COMPLETE OUR NEW CLIENT AND UPDATE DETAILS FORM
Thank you for booking in your tax return appointment. You will receive a confirmation email shortly.
In order to prepare for your tax return appointment with us we recommend you complete the new client / update details form - Step 1, and prepare as much information as possible from the checklist - Step 2.
If you are new to our service, or would like us to help talk you through this process, please feel free to wait until your appointment, however having as much of this information completed as possible will allow us to be able to help you more personally, and have your work completed in the shortest possible time frame.
If you have any questions or need help at any stage along the way please do not hesitate to contact us.
We need to provide all our clients with a new engagement letter and service proposal each financial year.
This form is essential if you have not used our services previously, or have not received an engagement letter / proposal for the 2020 financial year. This will apply to everyone booking a tax return appointment after 15 June 2020 as we have updated our systems.
If you have completed this form recently or in a prior financial year, you can indicate this on the first page and you will be asked minimal information in order to provide you with our engagement letter. If you are new to our service it will ask for some additional personal details such as your tax file number.
STEP 2: PREPARE TAX RETURN CHECKLIST - CLICK HERE TO DOWNLOAD
Our tax return checklist is provided as guidance to help ensure you have prepared and will be able to provide the most relevant and important information we need to lodge your return. You also click here to download.
Preparing and providing us with as many of the items and information requested on the checklist as possible, will allow us to provide you with the most tailored advice and assistance in your personal circumstances, and thus achieve the best possible tax outcome for you.
If you have not already prepared the checklist items BEFORE making your booking, you should ensure you book in a time which allows you to prepare and provide as much of the checklist items as possible.
Unsure about any checklist items?
If you would like our assistance in preparing any or all of the checklist items, or if you are unclear about any of the checklist items we are happy to explain and provide guidance or assist in calculations at the time of your appointment, or via email.
It's that time of year again.
Check out this brief video to see how our tax return service works.
OWNING YOUR OWN BUSINESS CAN BE REWARDING - WE ARE HERE TO HELP