TAXES BY EMAIL

TAX RETURN CHECKLISTS

The unique Taxes by Email system enables clients to provide us with all necessary information to prepare their taxation return, without the need to make an appointment and waste valuable time travelling to and waiting to have your return prepared while you wait. This service is becoming increasingly popular with our clients, about 40% of our clients now prefer the convenience of this method of completing their return.*

 

Based on information that you provide to us by completing the attached Checklist, together with information that we may clarify with you by telephone or email and or that we have previously elicited from you (e.g. on last years tax return such as depreciable assets), we will prepare your taxation return to ensure that you satisfy all compliance requirements imposed upon you and that you achieve the best possible return that you are legally entitled to.

 

If your taxation return is straight forward the questions asked in the Checklist will be sufficient to prepare your taxation returns. If, however, your taxation affairs are a little more complex, we ask you to highlight those areas not covered by the Checklist and we will contact you to obtain full and further particulars to enable us to correctly prepare your taxation return.

 

Once you have completed the Checklist we ask that you email (or fax or mail) the Checklist to us together with other relevant documentation (e.g. copy of your Payment Summary/’s) to enable us to prepare and return your taxation return to you (by mail, email or facsimile as requested by you) normally within 24–48 hours of receipt by us (assuming that the information provided is full and complete and does not require further clarification with you). 

 

Upon receipt of your taxation return, please check it carefully as responsibility for its correctness vests with you (e.g. do you have necessary documentary evidence of tax deductions). If you are satisfied with its contents sign the one page Electronic Lodgement Declaration (ELD) and return it to us, together with your payment for our tax invoice. Upon our receipt of the ELD and your payment we will immediately attend to the electronic lodgement of your taxation return.

 

Our discounted fee for the preparation of a straight forward salary and wage tax return by Taxes by Email is usually $140.00 plus GST - higher for more complex returns with rental income, business income, capital gains, etc.** Our terms of trade for these services are strictly payment upon completion, before lodgement is completed.

 

Most tax returns are processed by the ATO within 10 to 14 days of lodgement, they will then send your assessment notice directly to you with your refund cheque (alternatively your refund can be deposited directly into your bank account if details are nominated in your tax return).

 

Taxes by Email – it is as simple as that!

 

* Obviously if you prefer to have your tax return prepared at a face to face interview, merely call our receptionist on 9650 3888 to make an appointment.

** Higher charges apply for face to face appointments.