Complete your Tax Return in 3 Simple Steps…..
DownloadDownload our simple Tax Checklist here. This helps to ensure we have all your necessary information.
CompleteFill out your details, and once completed, click “Save As” & save the checklist as your full name (e.g ashleycarter.pdf).
SendYou can now email/fax/post the document to us along with your payment summaries and any other information.
If you are using “Preview” on an Apple Mac, and you intend to email the document, please print your form to pdf rather than saving it. Mac’s ‘Preview’ does not save the content of your form in a way Windows computers can read it.
The Lodgement Process
Once your details are received, a confirmation email will be sent.
Within just 24 hours we will normally:
- Review your information
- Cross check any ATO prefilling information available (interest etc)
- Complete the Tax Return
- And contact you with any questions, clarifications, or requests for additional information
Once this process is completed, you will receive a draft of the Tax Return to review.
If there are any changes to be made, just let us know. We understand you want to have the return completed as quickly as possible, so you can email/sms/phone/fax/post any information required – whichever suits you best.
Once you’re satisfied the return is correct, complete and ready for lodgement, we will send you a final copy along with the appropriate declaration to sign. The return is then lodged using the ATO Electronic Lodgement system.
For details on what you can claim, including some specific answers to questions, please see our General Information page.