Simply put – no you don’t. We refer to this as a ‘drop-off’ job.

Following is an outline of our process this tax season:

Firstly, visit Tax Return Registration page to register to have your tax return completed by us.

Once you have successfully registered you will be sent the link to our annual engagement proposal. This new electronic form is intended to streamline our processes and obtain your approval to act as your tax agent this year. It also provides a transparent costing of our services, so you have an estimate of costs up front. At this point you can opt for no appointment.

When you have signed and submitted the form, your job will be created for the accountant and our team will be in touch with you via email with request for further documentation. Please promptly reply to requests for information.

You will then receive your return to approve 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 to enable us to complete your tax return, please click here.

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