FAQ’S

 

  • How long does an interview take?

    Allow at least 1 hour for either a mobile visit or telephone interview depending on the complexity of your return.

 

  • How long until I receive my refund?

    How you choose to receive your refund determines the amount of time taken. Listed in order of promptness:
    - refund directly debited to your nominated bank account, between 7 – 14 days*
    - fee deducted from refund then directly debit to your bank account, between 7-14 days*
    - ATO Cheque delivered to your postal address, 10 – 14 days*

 

  • Can I get an estimate on the spot?

    In most cases we can provide an estimate of refund or tax liability after initial consultation, depending on the complexity. Sometimes work may need to be completed back at our office. Your return will then be finalized in the quickest time possible.

 

  • What do I need to prepare?

    We will let you know before visiting or phoning you.
    A general guide is to have ready: tax file number, past tax returns if available, PAYG summaries, possible receipts able to be claimed, bank interest, dividends received, rental property income & expenses, business income & expenses.
    It is important to be organised before we arrive or phone you. ie.  Having all documentation at hand and totaling of multiple receipts, business income, invoices or other timely calculations if relevant as this will minimise additional fees.  This will mean the processing time is faster for us and the fee to you is the lowest possible.
    Refer to Tax Time Checklist link for further details.

 

  • What if I need to cancel an appointment?

    Please inform us ASAP when you need to cancel. We appreciate if you can give us at least 48 hours notice during peak tax time (July-Oct) or 24 hours notice other times of the year.

 

  • Is GST added to your listed fees?

    GST is included. If you have a business and are GST registered, GST can be claimed back as credits.

 

  • When is payment due?

    Individual tax return fees are due after completion of the interview. If payment is not made within 7 days after interview a late fee will apply. Approved business clients’ payment terms may be extended after approval. See PAYMENT OPTIONS link for more details.

 

  • What if I lose my copy of the tax return and need another?

    We keep a copy on file electronically so we can reprint a copy for you. No administration fee will apply.

 
 

If you have any other questions please email or call us!

*Please note:
This is an approximate guide only and all returns depend on lodgement demand at ATO at the time lodged.  Peak tax times could be longer than specified but generally will fall within a 14 day turn around when lodged electronically by us. In comparison a paper lodgement could take up to 28 days or possibly longer.