Preparing your tax return / 2021 guidelines

When you are ready to send us your documents to have your tax return prepared, here’s what you need to do:

1. Prepare your documents as you have for previous years' returns

If you are unsure of what information to send us, please download and complete our Tax Return Preparation Checklist 

2. Send your documents (and completed checklist if necessary) to

Please feel free to share a Google Drive or Dropbox link if you have a number of large attachments

3. We will notify you when we have received your information and we will begin work on your return 

4. We will be in touch if we have any questions or require any further information while preparing your return

5. Once the return is complete it will be sent to you electronically for signing

6. Once signed we will lodge your return with the Australian Taxation Office

If you have any questions about this process please contact us at