Welcome aboard, Riley
Five steps and you’re done. Most people finish the first three from their phone in one sitting. We’ll take it from there and only call if we need something.
Sample client: Riley Sample, Example Hair Studio (fictional). Tax return and business package.
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Signed on your phone. A copy is in your inbox and in your client folder. [E-SIGN PROVIDER]
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Done in about the time it takes to make a coffee. We see the result of the check. [ID CHECK PROVIDER]
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Only what we can’t get ourselves. Tap an item to upload it. You can do it in bits.
We need these from you
- Access to your Xero fileReceived
- Last BAS lodgedReceived
- Loan and hire purchase statements
- Assets bought or sold this year
- Receipts for work-related expenses
We’ll get these from the ATO ourselves
- Income statements from employersWe get it
- Bank interest and dividends already reported to the ATOWe get it
- Private health insurance statementWe get it
- Your lodgment history and ATO account balancesWe get it
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Once your checklist is in, we prepare everything and check it against your ATO records. If anything looks off, we call you rather than guess.
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You get a one-page summary of the result before anything is lodged. Sign it on your phone and we lodge the same day.