Tax Return Check Lists

The following is a general overview of the appointment types, should you wish to ask additional questions or have complex matters please consider the additional add on's in your appointment.

All appointment are available in Person, via Phone or Video Link.

TAX TIME APPOINTMENTS

Basic Income Tax Return

Perfect for individuals with simple affairs including income earned solely from salary, wages and interest on bank accounts.

For more complex affairs - such as investment income, capital gains or require further tax advice outside of tax preparation - please 'Add On' to the appointment an additional hour to discuss your situation further. Additional time may still be required by Juanita to finalize your return/matter outside of the appointment.

 Basic Income Tax Return (2 People) 

Ideal for couples with basic affairs and income from salary, wages and interest.

This appointment also has the following 'Add On's' available:

Additional Rental Property 

Allows additional time for couples with an investment/rental property

Additional Tax or Business Advice 

For couples with more complex affairs - such as investment income, capital gains or require further tax advice outside of tax preparation, please select this option to allow for additional time to cover these factors

Individual Tax Return - 1 Rental Property 

As the name suggests - this appointment is perfect for an individual with basic affairs but happens to have a rental property.

The following 'add on's' are also available:

Additional Rental Property 

For clients that have 2 or more properties

Additional Tax or Business Advice

For more complex matters or additional advice and questions.

Individual Tax Return with Sole Trader Business Schedule 

Are you an individual working under your own abn? This appointment is for you and allows for 1.5 hours to discuss your business and gather information for Juanita to then finalise your return following the appointment (if required). 

The following 'add on's' are also available:

Additional Rental Property

Allows additional time for your appointment if you have an investment property

Partner Individual Tax Return

Allows your partner/spouse to have their tax return prepared alongside yours

Additional Tax or Business Advice

Have additional questions? Complex matters or want a bit more advice? This option allows an additional 1 hour of time

 Other Business & SMSF Tax Meeting 

Are you a Partnership, Company, Trust or SMSF? This appointment is for you and allows time to discuss your business and gather any information -  your tax returns will then be prepared after the appointment.

This appointment also allows you to select additional time as follows:

• Individual Tax Return for 1 Person
• Individual Tax Return for 2 people

BUSINESS AND TAX ADVICE CONSULTS

Wanting advice outside of tax time? 

These appointments are for you - both the Tax Advice Consult and the Business Advice Session allow for one hour with Juanita.

If you are new to business - then the  Starting a *NEW* Business Consult Session 

is  for you and provides a great overview with additional resources of all the information you need to know when setting up a new business.

Existing client 30min consult

Perfect if your an existing client and need to discuss your situation or require some specific advice.

Our fees are determined by the specific services provided and the time required to manage your file. 

The fee for a Basic Tax Return is $205 (including GST). This service covers income derived solely from salary, wages, and interest.

For returns involving more complex matters—such as investment income, capital gains, rental properties, or business income—additional services are charged at an hourly rate of $200 (including GST).

Please note that our billing reflects the total time spent on your file, which includes necessary  work performed outside of your scheduled appointment, such as software updates, downloading ATO reports, initial file setup and maintaining file notes.

Every accountant is a little different with their approach and so things may not be exactly how you have experienced elsewhere. I know how I work best to be the most efficient and cost effective for my clients.

I prefer to complete Basic Income Tax Return(s) on the spot during your appointment. Before you arrive, I will have added you to my software and downloaded all relevant information.

I will then ask you lots of questions to try and get you the best return possible and explain everything along the way.

I will then arrange for your tax returns to be sent to you for electronic signature along with my invoice.

All other Tax Return meetings

If you have complex affairs the process is a little different from a basic return. I will complete as much of your return as possible during the appointment and ask you lots of questions to get an idea of your situation.

On occasion, you may be required to provide additional information following the appointment and therefore my process is to complete and review these returns following your appointment to allow time for more information to come.

Tax Consult or Business Advice Session

This all depends on what the purpose of the appointment is. If you are wanting specific advice on a topic or tax law its best to put in as much details as possible into your appointment request so that I can prepare accordingly. There may be enough time during the appointment to discuss everything or I may need to consider your query further and get back to you.

Once you have completed your Seamless onboarding link (sent to all new clients after booking) I will have access to the information available with the ATO which generally (but not always!) includes income such as Salary and Wages, Interest and dividends. If you have any other income you will need to bring details and supporting information to your appointment.

I will also need details of any claims or deductions you wish to make include receipts where available including details of Motor Vehicle use, Travel, Uniform and laundry expenses, items purchased for work, union fees, subscriptions and anything else you think may be deductible.

If you are a new client it is best to either email or bring with you your prior year return(s) so I can see what’s involved and if any information needs to be carried forward - Refer to the downloadable Check Lists for more information

For most basic returns these are generally finished on the day unless additional information is required.

For all other returns, once all information has been provided it depends on my current work flow. On average, it can take 2-3 weeks to finalize returns, during peak periods it can take longer but is usually approximately 4-6 weeks from when all information is provided. 

All income tax returns are lodged once they are signed and my fees have been paid in full.

The Australian Taxation Office service standards allow up to 4 weeks (28 days) for the processing of Income Tax Returns from lodgement date. However, most clients will see their refund within 10 days of their return being lodged with the ATO. Please note that I have no control over this process.