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Online Tax Return for NEW Clients

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Please READ this carefully & ensure that all information that you provide is accurate, true & correct.

Tax documents to provide for an Individual Tax Return:
 

  • Income statement & any other income earned

  • Centrelink payments

  • Bank Interest earned

  • Dividends earned

  • Private health insurance statement

  • Work related expenses

  • Provide current photo ID eg: Driver Licence


If you would like more information in regards to the type of tax documents you need to provide, work related deductions, tax documents for Rental/Investment or Business/Sole trader tax returns please contact T&A and we are able to assist you.
 

Once you have submitted your tax documents T&A will notify you through email that your tax documents has been received. If you did not receive an email within 2-3 working days please contact T&A to ensure that we have received your tax documents. Please allow 5-7 working days for T&A to prepare your tax return (not lodge) & your results will be notified by email. You will receive an estimated timeframe of when your tax return will be completed.

 

The T&A accounting fee for online tax return can be paid by credit card or bank transfer. Service fee will need to be paid before we lodge. 

By clicking 'Choose File' this will allow you to upload your tax documents. Only one file can be uploaded per tab, if you have more than 3 files please email the remaining files to: admin@tanassociates.com.au with your details.

Since this is your first time with T&A, you will need to provide photo ID & you can email it to admin@tanassociates.com.au

T&A requires NEW clients to fill in the form to ensure that your tax return will be prepared with accuracy. Please note, you will need to fill in every (*) field to successfully submit.

 

Please take note that our fee will increase from 1 July 2024, the standard Individual tax return fee will increase to $150 per tax return, Rental/Investment tax return fee from $200 (includes one property) and Business tax return fee from $200. For other service fee increases & to confirm fees please contact T&A. If you choose to pay by Credit Card, there will also be a 1% surcharge applied.

Please note T&A will incur a $50 service fee for any Individual Tax Returns & $100 service fee for any Rental/Business Tax Returns that are completed and you decide not to proceed


If T&A requires any further information, T&A will be in touch with you. If you have any further questions in regards to your tax return please contact T&A on (02)93404218 or email us on admin@tanassociates.com.au

I, confirm all information given to T&A is true & correct. By SIGNING & clicking SUBMIT I authorise T&A to lodge & agree to all claims on my tax return and can provide documentary evidence to support my claims. In an event that my information changes or I feel it is no longer accurate I must inform T&A immediately. 

 

T&A will become your tax agent and allowing us to access all information from the ATO that is necessary for T&A to complete your tax return.

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