TAX RETURN APPOINTMENT
In order to have your tax return prepared you have the choice of either booking an appointment OR just sending your information through directly via email and secure file transfer without the need for an appointment.
Either way you should start by following the steps outlined below. (See STEP 1)
If you are new to our service, or would like us to help talk you through this process, we strongly recommend you book an appointment time with us rather than choosing the option to just send in your information.
Your appointment will occur at your selected time via telephone or Zoom meeting (or other internet meeting service according to your preference).
STEP 1: 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. Click here
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.
STEP 2: BOOK IN YOUR APPOINTMENT TIME ON THE CALENDAR BELOW
Once you have reviewed and completed the Checklist procedures at Step 1 you are now ready to book in your appointment time. To book your appointment first select your time zone at the bottom of the calendar. Next select your preferred date and time.
We try to be flexible to meet our clients needs. If you would prefer an evening or weekend appointment call us on 1300 FDC TAX (1300 332 829) and we will try to accommodate.
Upon booking your tax return appointment you will receive a $99.00 annual service fee invoice. This invoice is payable within 7 days of booking your appointment OR prior to the appointment - whichever happens first. The annual service fee is essentially a deposit that comes off your final fee.
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