Frequently Asked Questions

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 willl 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.

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.