frequently asked questions

We’re more than just number crunchers. We’re a qualified and experienced tax agent dedicated to becoming your trusted tax advisor.

The documents you need will depend on your individual circumstances. However, common documents include TFN, bank details, and proof of income and expenses such as Income statements/payment summaries and receipts for deductions.

To verify your identity, we need your driver’s license details or a copy of an approved photo ID.

The deadline for filing your tax return is 31 October. By using a registered tax agent, you become eligible for an extension.

• Basic Individual tax return: $99
• Individual tax return with Rental Property: $99 plus $55 per rental
• Individual tax return with CGT event: $99 plus $55 per Capital gains
• Sole Trader Tax Return: From $220
• Business Tax Return: From $499

All fees listed are per financial year and include GST.

General work-related expenses: These apply to most jobs and include:

• Transport: Costs associated with travel for work, like car expenses, public transport fares, or flights for work trips (if your job requires travel beyond your usual workplace).
• Clothing, laundry & footwear: Specific clothing required for your job (e.g., uniforms, protective clothing), and the cost of laundering them.
• Phone & internet: A portion of the cost if you use them significantly for work purposes.
• Tools, equipment & subscriptions: Expenses related to tools, software, or subscriptions required for your job.
• Education & training: Upskilling courses directly related to your current job and qualifications needed for a promotion might be claimable.
• Union fees & professional memberships: Fees for relevant memberships or unions.

Important points to remember:

• There may be limits on how much you can claim for certain deductions.
• Always keep good records of receipts and documentation to support your claims.

For electronically filed tax returns with direct deposit, most refunds are issued within 2 weeks. However, the actual processing time can vary depending on the ATO.

We can handle a wide range of tax situations. If you have a complex return, we recommend contacting us to discuss your specific needs.

Yes, tax agent fees are 100% deductible in the year you incurred them.