frequently asked questions

Fees?

We believe in reasonable fees based on each unique situation.

Do you offer bookkeeping / virtual bookkeeping services?

Yes we offer bookkeeping and virtual bookkeeping services to ensure your day to day books are kept up to date.

Can my tax return be completed electronically?

Yes. After an initial identity check tax returns are able to be completed electronically.

What entities do you prepare tax returns for?

We prepare tax returns for all entities.

How will my tax return be completed?

We take care to ensure your tax return is accurate gaining you as much benefit as possible. We will collect documents either in person or electronically to review and ensure the best outcome.

What are your rights under Taxation Laws (including Tax Agent Services Act and the Tax Agent Services (Code of Professional Conduct))

Please refer to the attached fact sheet published by the Tax Practitioners Board (TPB) summarising your obligations to the ATO, and your tax practitioner’s obligations to you, the TPB and ATO.

The fact sheet is here:

https://www.tpb.gov.au/factsheets - Information for Clients

Do I need an identity check?

Yes! As a registered tax agent we are required to perform an identity check on all new clients in accordance with TPB(PN) 5/2022 Proof of identity requirements for client verification. This is a simple process which will usually include sighting an original or certified copy of a primary photographic identification document.

What is is the new ATO Client-to-agent linking for entities?

Client-to-agent linking is an Australian Taxation Office (ATO) security process requiring businesses with an ABN (excluding sole traders) to formally nominate their tax or BAS agent online using your myID before an agent can access their tax records.

This protects against identity theft and unauthorized access by ensuring only authorized agents can manage client affairs.

See following link for details on how to nominate a tax agent:

https://www.ato.gov.au/businesses-and-organisations/preparing-lodging-and-paying/agent-nomination/how-to-nominate-your-registered-agent