Do you need help preparing your Income Tax Return? We are happy to assist!
STEP 1 – Decide how you would like to provide us with your information. Here are your options.
- Book an appointment (in the office, via phone or Zoom) – Phone 9226 2039
- Drop your documents into our office – this can be done anytime during business hours if you don’t need to speak to your Accountant.
- Upload information to our Client Portal* – Here is the link to log in to the document hub (our Accountants Practice ID is DESB0003).
- Email documents – contact your usual Accountant or email email@example.com
Please be aware that information from the ATO will not be available until late July so it is unlikely that we would be able to lodge your return prior to that.
STEP 2 – Information to provide.
Note: The forms below are able to be completed on your computer, you may need to save/download a copy first then complete them. Some of them require a signature, this can be done using a formal digital signature (such as DocuSign) or you can print, physically sign and scan. We are unable to accept a signature written onto or inserted into the document with your pdf or picture software.
- Each year we require our clients to complete an annual Engagement Form, this is to meet with regulations set by our governing body. Access this form here – 2023 SW Engagement Form FILLABLE
- Please complete this checklist and return a copy to us – 2023 Tax Return Checklist FILLABLE
- This list will help you ensure that you have all the information that you need for your appointment or to send to your Accountant – 2023 What To Provide
- Proof of identity – Our governing body also now requires us to check some photo ID for each client as a once off. If we have not checked your ID in the last few years, please note that we may be required to do so this year.
- If you have not used our services before, we will also require you to complete a new client form. Links below:
*Note: If you would like to use the Client Portal but have never used it before, please contact us and we will create your login for you.