Frequently Asked Questions

Here are some of our most frequently asked questions.

c Expand All C Collapse All

No you don’t.

We have a different process this tax season for both booking appointments and submitting documents.

Visit Tax Return Registration page to confirm you are ‘Tax Ready’ and register to have your tax return completed by us.

Once you have successfully registered you will be sent the link to our annual engagement letter and intake form. This new procedure is intended to streamline our processes by gathering relevant information that will give us a head start in preparing your return. It also provides a transparent costing of our services, so you know what you are paying for up front.

When you have signed and submitted the form, including uploading any required documentation online, your job will be created for the accountant and they will be in touch with you if they have any questions, or when your return is complete.

You will then receive your return to check and sign.

When the signed documents are received the accountant will lodge your return.

Then it’s in the ATO’s hands!

Their standard processing time for refunds is 14 business days. Each year the ATO will hold back a random selection of returns to complete manual calculations and ensure their internal systems are working. If we receive notice your return has been held up we will advise you immediately and keep a track of the 14 days. If the return has not been processed by then we will follow up with the ATO regularly until they have completed it.

For information regarding the documents you may need to organise prior to completing the online tax intake form, please click here.

If you would like to make a tax return appointment, see our revised process here: How do I book an appointment?

We have a different process this year for both booking appointments and dropping off documents for this tax season:

Visit: Tax Return Registration to confirm you are ‘Tax Ready’ and register to have your tax return completed by us.

Once you have successfully registered you will be sent the link to our annual engagement letter and intake form. This new combined form is intended to streamline our processes by gathering relevant information that will give us a head start in preparing your return. It also provides a transparent costing of our services, so you know what you are paying for up front.

When you have signed and submitted the form, based on your selection, you will be sent a link to the accountant’s calendar to choose a time and date that suits you.

You will receive a confirmation of your booking details.

When your tax return appointment is completed, the accountant will lodge your return.

Then it’s in the ATO’s hands!

Their standard processing time for refunds is 14 business days. Each year the ATO will hold back a random selection of returns to complete manual calculations and ensure their internal systems are working. If we receive notice your return has been held up we will advise you immediately and keep a track of the 14 days. If the return has not been processed by then we will follow up with the ATO regularly until they have completed it.

For information regarding the documents you may need to organise prior to completing the online tax intake form, please click here.

We do not recommend booking an appointment until you have received your Private Health Insurance Statement, as your return can’t be lodged until we have this information. If you feel there is a delay in receiving your Private Health Insurance Statement, please follow up with your Private Health Insurance provider.

It takes some time at the beginning of the new financial year for Centrelink to compile and lodge its payment information with the ATO. Before they complete this, we do not have access to accurate records to complete your return. We recommend booking an appointment from the second week of July onward to ensure Centrelink has completed its processes.

Unfortunately, we do not receive a notification when Centrelink updates the ATO with an individual’s information. And we do not have the staffing resources to keep checking for individual clients during the busy period.

Here is a link to Services Australia that outlines what you need to do to get your Centrelink payment summary updates: https://www.servicesaustralia.gov.au/centrelink-payment-summary

What you need to bring to your appointment with your tax agent depends on your circumstances. Do you have a straightforward return, or do you own property and investments? Do you run a business?

Please click on this link for a comprehensive list of items your agent may require to prepare your tax return: Preparing for Your Tax Return.

Can’t find the answer you are looking for? Feel free to contact our office.