Tax Time 2021 - Individual Returns
The Tax Office won't start issuing refunds for the 2020/2021 financial year until 16 July 2021.
As such, we are taking a hiatus until 14 July 2021 to give us time to rest up from the past 18 months stresses.
If you'd like to book a face to face appointment at our Toowong office from 14 July 2021, please click here.
If you'd like to book a face to face appointment at our East Brisbane virtual office from 14 July 2021, please click here. As we don't have a fixed office here, we will need to ensure we can book a meeting room. If we can't book a room for the date or time you've requested, we will let you know so we can schedule to a more convenient time, alternatively, choose our Toowong office.
Please note that that we may not be able to complete your tax return on the day of your face to face appointment for a number of reasons and we will finalise remotely as soon as possible thereafter.
If you're happy enough with remote service at our earliest available time (our preferred option too), please email us to let us know.
Fees: Tax return fees will be due and payable on the day of your appointment if face to face, or prior to lodgement if remote. We have multiple payment options available and a square payment facility which we will have with us on the day of your face to face appointment. The minimum fee to prepare individual tax returns is $242.00 including GST.
If you are a new client, we will send you a client details form to complete so we can add you to our system and set you up in our database.
For all clients, we will also forward our questionnaire for your individual tax return/s to assist in collating your documents and these will form part of our workpapers.
We will also need to confirm your identification to ensure you are indeed you. Please ensure you arrive to your appointment with your Driver's Licence or other photographic ID documentation. For remote tax returns, we will organise a video meeting to confirm your identification. We don't need to keep a copy of your ID, but we do need to keep notes of the details of the ID we have used to confirm your identity.