Phone Service

WE CALL YOUphone


Available anywhere in Queensland!

Why not get your tax completed while on your lunch break!
We will phone you at the pre-arranged interview time for your convenience.

This service is available for tax returns that include:

If you have other income such as working under an ABN as a contractor or business, capital gains our phone service does not cater for these additional
items due the the extra documents and complexity involved.
Please call us as we need to allow additional time.

Please Note:
– Make sure you are close to your telephone contact number 10 minutes prior to arranged appointment time.
– Try and have relevant documentation at hand.
– Allow approximately 1/2 hour to complete the interview.

Use our Tax Time Checklist as a general guide on what documents you need to have ready.

 

 

OUR TELEPHONE PROCESS

STEP 1 – Interview
We will guide you through the interview process which will address all related questions regarding your tax return.

 

STEP 2 – Documentation
Extra documentation if required can be received by us if necessary via email attachments or to our business mobile.
Usually no documentation will need to be sighted unless for clarification.

 

STEP 3 – Check
Your draft tax return can be sent to you via email for prior checking to make sure everything is included from our phone interview.

 

STEP 4 – Review & Lodge
After reviewing all the details provided we can then lodge your tax return after we obtain consent by you.

 

STEP 5 – Completed Tax Return
We will send your completed tax return in PDF format via email and invoice for services.

 

STEP 6 – ATO Refund/Tax Payable
Within 1-2 weeks* your tax return is processed by the ATO and refund deposited into your nominated bank account.
Your assessment notice will arrive from the ATO 1-2 weeks after lodgement date via post or MyGov if setup.

* Dependent on ATO processing times.

If requested new clients can be emailed a checklist for rental properties prior to appointment.

Electronic lodgement can only go ahead after:

  1. We have received your signed authorisation via fax, post or email.
  2. Payment has been made and verified via: direct deposit / internet transfer / credit card payment / fee from refund.

 

Make a phone booking online now

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Call us for more information
1300 124 124