■■　How to Apply – Online Tax Return　■■

1. Complete the application form
Please complete the online tax return form and attach documents.

2. Auto-reply email to confirm your application and a confirmation email from us (your appointed accountant)
After your application is submitted, you will receive an automatic confirmation email. If additional information is required, we will contact you.

3. Preparation of tax return
Once we receive all necessary information and documents from you, we will prepare and send you the Tax Return Form and Tax Invoice by either email or client portal (this is a secure system that allows you to view & sign the tax return) within 3 business days (excluding Saturdays, Sundays, and holidays).

4. Confirmation of contents
Please check the contents of the tax return.
If you wish for us to make any corrections, please contact us by e-mail or phone.

5.Payment
You can choose from the following payment methods:
●　Deduction from tax refund (Please note that a $55 handling fee will be charged for this option)
●　Bank transfer
●　Credit card (VISA/Master) 　*A 1.5% service charge will be applied.

6. Tax return lodgement with the Australian Taxation Office (ATO)
Once your payment is received and confirmed or you agree for our fee to be deducted from your tax refund, we will lodge your tax return with the Australian Taxation Office (ATO)

7. Receipt of tax refund (only if the result of the tax return is a tax refund)
Please wait for your refund to be deposited into your bank account.　
The ATO will transfer the refund directly to your bank account within approximately 7 to 12 days, excluding weekends. (If you select “Deduct from Refund” as your payment method, your refund is deposited into our trust account. We will transfer the balance of your refund after deducting our fee)

■■　Required Documents　■■

Income

If you are a salaried employee, you can usually obtain an Income Statement from MyGov. If you do not have access to MyGov or do not have such information, please obtain a payroll statement from your employer.

For interest income and other income, you can upload the information on the online tax return page.

Deductions

When completing your tax return, you’re able to claim deductions for eligible expenses. Most eligible expenses are costs you incur in the course of earning your employment income. Typical examples are work-related books, stationery, and tools. However, expenses such as, suits and commuting expenses are not allowed.

Some expenses may be allowable depending on the type of occupation. Please consult with us if you are not certain. If the total amount of expenses is $300 or more, you must keep all receipts. You are not required to submit the receipts at the time of filing your tax return, but we recommend that you keep them as you will be obligated to submit them if requested to do so by the Australian Taxation Office at a later date.

Others

For clients who do not have Australian permanent resident status or citizenship, we may request a certified copy of your passport and visa documents for Medicare levy exemption purposes. In this case, we will inform you.

■■　Fees　■■

Please refer to the fee schedule.