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

Firstly, visit Tax Return Registration 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.

As you near the end of the online engagement form process you will be provided with a link to the accountant’s appointment calendar to choose a time and date that suits you.

You will receive a confirmation of your booking details. Please bring proof of identity to your appointment as your accountant will need to sight it according to ATO requirements.

When your tax return appointment is completed and signed off by you, 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 your appointment, please click here.