Tax Time - Make it Less Taxing
Welcome to the new financial year. We look forward to assisting you again with your tax affairs.
We outline below the information to assist you to organise and prepare for your 2011 tax return lodgement.
In addition to our standard tax return appointment, we are pleased to offer additional tax return preparation options including:
express - Telephone Appointments
Easy and convenient, the express option allows you to book a phone appointment with an accountant to complete your tax return. Please refer to our Service and Fee Schedule to see if this option is suitable for you.
On the Spot Processing
Come into our office with all required documentation and get your return processed and lodged “on the spot”.
It’s important that you bring all required documentation to your appointment. Please use the enclosed checklist and revisit last year’s tax return as a guide to what you need.
Both of the above services allow for prompt lodgement of your tax return saving you time, effort and money.
When booking your appointment, please advise us which service you wish to use.
Office Locations
Unable to make an appointment?
If you are unable to see us in person for an appointment please complete the tax checklist, attach all your documentation and send it to us. We ask that you please sign the 3rd party authority at the bottom of the checklist as this will enable us to contact and retrieve information from third parties where necessary.
Should you wish to discuss this further, please contact Vicki Blake-James by phone on 1300 883 122 or email at mailto:tax@outlookta.com.au.
Where possible, we encourage you to come in and discuss your tax affairs with us.
Fees
Our service and fee schedule provides further details about the solutions that we can provide for you.
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Return Type
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Inclusions
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Minimum fee
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express
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Payment summaries, ETPs, interest, dividends
(Education Tax Refund attracts an extra fee of $110)
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$165
GST inclusive
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Intermediate
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Payment summaries, ETPs, interest, dividends, managed funds etc
(Education Tax Refund attracts an extra fee of $110)
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$220
GST inclusive
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Advanced
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All
Intermediate
inclusions plus rental, Education Tax Refund, large number of shareholdings, agribusiness statements, work related self education expenses etc
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$330
GST inclusive
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Complex
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All
Intermediate & Advanced
inclusions plus business turnover less than $75,000, capital gains (re-construct cost base e.g. de-merger, takeover etc), more than 4 rental properties etc.
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$550
GST inclusive
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P.O.A.
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All
Intermediate, Advanced & Complex
inclusions plus, capital gains on property, non-residency/residency issues, employee share plan advice, deceased estates
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* Please note these fees do not apply to Sole Traders and are subject to a fee-for-service basis. Sole Traders will be advised of an indicative fee accordingly.
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We look forward to working with you for the current tax year.