Current Clients

Individual Tax Returns

As always, we want you to get the maximum refund in the quickest turn around time we can provide.

Because of COVID-19 we will only be doing tax returns via email and phone call (if necessary).
The returns will be done on a First-In, First-Out basis as long as all the information is properly provided by you the client.

I have put together a full list of questions, I would normally ask any new clients. This usually leads to being able to claim more expenses, some that may have been missed by you, that will lead to a higher refund.

Any discrepancies between last years result and this year’s result, will be explained in depth.

Please Note: The more time and effort you put into reviewing our checklist and reviewing your spending by going through your bank account and credit card statements and filling out the expense schedules as extensively as possible.

Please follow the steps below, so we can get your maximum refund returned to you as efficiently and as timely as possible.

Step 1 – Read our ‘Tax Questions Asked’ page and tick off the expenses you know you incurred.

Step 2 – Download our ‘Individual Tax Checklist’. Use this to tick what needs to be included in your return. In some instances, under the new ATO arrangements, you may not have access to things like payment summaries, private health insurance, HEC’s debt etc but we will get them from the ATO portal.

To be sure nothing is missed because sometimes it takes a few weeks for the ATO to have all this information, we at least need you to tick things you believe need to be included, so we look out for them.

Step 3 – Once you have identified areas you will have expenses, gone through your bank statements or credit card statements and highlighted amounts, we need you to complete the relevant expense schedule.

Please Note: We don’t need to see receipts or bank statements; we just need totals on the expense schedule (ATO will need to see these if you are audited).

The more work you do in this area, the quicker we can process your return. If you are lazy
and send us piles of actual receipts or bank/credit statements for us to extract the information, we will charge extra for doing this.

Step 4 – Once you have completed:
               (a) Individual Checklist 
               (b) Any relevant expense schedules

Please save/scan/photograph and email to:

If you have changed your address, your email address, your mobile number, or your bank account, please let us know in your email. If there is anything else out of the ordinary that you need to communicate with us, please include that too in the body of the email.

Our goal will be to turn around the processing of your return within a five (5) day period of receiving all the data we need. Returns will be undertaken on a First In – First Out basis. If we believe there is missing data, you will be contacted within those five (5) days requesting what is missing. The clock then restarts once you have replied with the missing data.


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