Multi-Year and Overdue Tax Returns

We’re here to get you from there.....

 

 

 

 

 

 

 

 

 

 

To here

 

 

 

 

 

 

 

 

 

 

In 5 simple steps.

 


 

Step 1 - Call, so we can help you get started. (02) 9519 0881


Your initial phone consultation will:

  • Identify the information you’ll need for your returns to be prepared.
  • Prioritise between what’s essential, what’s useful and what you don’t need to do.
  • Offer handy hints for getting the right evidence to support your deductions.
  • Cover how to record your information simply and quickly.

Handy tip: We can often help you fill in gaps, such as missing payment summary information using the ATO Tax Agent Portal.

 


 

Step 2 - Review your Tax Return Questionnaire

 

After your phone consultation, we’ll email you a questionnaire.

You can get started straight away.

Our fantastic online questionnaire helps you to collect everything you need.

 

Here's an example screenshot of the email we send you:

 

And here's a sample of the questionnaire we send you:

 


 

Step 3 - Using our templates, recording your details is simple and straightforward.

 

Use our Excel templates to transform your old paperwork into a simple record of your income and deductions.

 

Year by year.

 

And you don't even need MS Excel on your computer to use them. Try free Google Docs Spreadsheets.

 


Step 4 - Once you’re ready, simply upload your files with your answers.

 

 

Our system is so easy. You can Save as you go along, return to it later, and when you're finished Submit it to us online.

Alternatively, you can print the questionnaire and deliver your paperwork to us in a tidy file folder. Whatever works best for you 


When we receive your information, we will review it before we meet with you, to make sure we have everything we will need to get the job done.

 


Step 5 – Your tax consultation.

 

We use two computer monitors, to show you what we're doing.

Explaining and discussing every step of the way to your best possible tax result.

When complete, we lodge your tax returns electronically to the Tax Office.

 

And you'll be up to date - Time to celebrate!

 

 

 

CLICK HERE to submit an online request for Joe to call you or call (02) 9519 0881 now

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