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.