Do you earn income outside a regular salary?
Here’s how we make tax time easier.

Do you own investment properties or a business? Do you invest in shares or crypto? Do you earn overseas income or have finance agreements for vehicles or equipment? Then, allow us to simplify tax time.

It’s as easy as 1, 2, 3.

If your tax return involves more than a salary/wage, our streamlined process enables us to set up your tax return in advance so it’s ready to finalise at your appointment.

Here’s what you need to do:

Don’t have investment or business income?

Then there’s no need to send anything in advance. Simply make your appointment as usual.

1. Send us your tax documentation before you make an appointment.

So that’s everything except your work-related deductions (bring them to your appointment). Send the following records to us via email, drop hard copies at reception or post them to PO BOX 415 JOONDALUP DC WA 6919:

  • Investment property records (purchase/sale documents, rental summaries etc)
  • Foreign income records
  • Share records (buy and sell notes)
  • Crypto/Bitcoin records (realised/capital gains reports)
  • Employee share scheme reports
  • Finance agreements for vehicles/equipment purchases
  • Acknowledgement forms for personal deductible super contributions
  • And for business owners, your business financials (MYOB, XERO, Quickbooks, Cash Flow Manager, spreadsheet records).

2. Arrange your tax-return appointment.

We’ll contact you to arrange a time for your appointment as soon as we’ve confirmed we have everything we need to prepare your tax return (we’ll let you know if there’s anything missing). Please allow 15 days for us to do this.

3. Come along to your appointment.

Make sure you bring the details of any work-related expenses you would like to claim, summarised and ready for input. We’ll then complete and lodge your tax return. Easy.

No unnecessary delays.
No time-consuming follow-ups.

More time for our accountants to focus on you.

Our three-step process makes lodging your tax return quicker and easier (and gives us more time to provide any additional support or advice you need when we see you). What’s not to love?

If you have any questions about what you need to do, please email us or call us on (08) 9400 8400. We’re here to help.

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