Frequently Asked Questions

Not at all.  Whilst most clients prefer a face to face interview, we can also service clients tax affairs via email and phone.  We also have a secure client portal which allows our clients to electronically sign documents, streamlining the lodgement process.

If you would like to make an appointment to come in, please don't hesitate to email or call on the contact details in the Contact Us page.

Our secure client portal allows us to upload our clients tax documents so they can be accessed whenever the client needs them.  It also allows the client to electronically sign the documents before lodgement, streamlining the lodgement process and cutting down on the paperwork required. 

Our client portal is activated with an individual email address and password and can be accessed from any device that has an internet connection.

If you have set up a MyGov account, we will no longer receive any of your correspondance from the Australian Taxation Office.  We also do not have access to your MyGov account.

An email is sent to you as soon as any documents are uploaded to your MyGov account by the ATO.  This could include your Notice of Assessment or a tax bill, so please don't ignore the email!

It’s probably simpler than you think. You don’t even need to tell your current accountant that you are changing if you like – we can do that for you as well as liaise with them to obtain any corporate registers etc.

We are happy to take our fees from your refund. Otherwise we can send you a bill for our services which can easily be paid by credit card or bank account online. There’s no need to pay at the interview unless you want to.

We certainly can. We will look at your situation and recommend a software package which does what you need it to do at the best price. There’s no point paying for extra functions that you will never need. We are Xero and MYOB partners and can set you on new software as well as give you initial training on how to use it. We can also be your helpdesk if you get stuck and don’t know how to do something.

No problem. We have some clients who want us to prepare all their BASs and other clients who are happy to prepare them themselves and only use us for tax services and advice. It’s really up to you to decide the level of service you want from us.

You will need to keep your tax documents for a minimum of -

• 5 years if you do not have any capital gains.
• 7 years if you do have capital gains.

As a general rule, you will be required to lodge a tax return each year if you have had any tax withheld from your wages, or if you operate through an ABN.

If you fall outside the parameters of lodgement, you will need to lodge a 'not necessary' return with the ATO.

Please see below for some further clarification from the ATO -

https://www.ato.gov.au/Individuals/International-tax-for-individuals/Coming-to-Australia/Paying-tax-and-lodging-a-tax-return/Do-you-need-to-lodge-a-tax-return-/

A Taxable Payment Annual Report declares the payments a business makes to contractors for providing services.  Contractors can include subcontractors, consultants and independent contractors.  The following industries need to complete Taxable Payment Annual Reports -

From the 19/20 Financial Year, businesses in the following industries need to complete a TPAR -

• Building and construction services
• Cleaning services
• Courier services
• Road freight services
• IT services
• Security, investigation or survellance services
• Government entities