Easy Lodge Returns

Easy Lodge Returns (ELR)
available from only $129.00(*conditions apply)

Client Eligibility Checklist
This service is designed for clients who want a straightforward, online-only tax lodgement without the need for an appointment or phone call.

It is suitable for clients with basic PAYG income (or no income) and minimal deductions.

To keep this service fast and affordable, it has strict eligibility requirements.

Please review the checklist below to determine whether you qualify for this service.

If you qualify, you’ll be able to continue with the Express Tax Return.

If you do not qualify, you will need to book our Standard Tax Return

1. Income

Did you have only ONE PAYG income source OR no income at all this financial year?

☐ Yes

☐ No → ❌ Not eligible

Did you earn ANY other income (business, cash work, rental, shares, crypto, foreign income)?

☐ No

☐ Yes → ❌ Not eligible
________________________________________________________________________________

2. Did you Work From Home?
☐ Yes → ❌ Not eligible

☐ No
________________________________________________________________________________
3. Do you want to claim any vehicle costs?
☐ Yes → ❌ Not eligible

☐ No

4. Deductions

Will you upload 10 or fewer receipts in total?

☐ Yes

☐ No → ❌ Not eligible

Are your deductions basic work-related expenses only (no car logbook, home office, or depreciation)?

☐ Yes

☐ No → ❌ Not eligible

__________________________________________________________________________
5. Working Holiday Visa

Do you currently hold a Working Holiday Visa

☐ Yes→ ❌ Not eligible

☐ No

6. Tax Complexity

Were you an Australian resident for tax purposes for the full year?

☐ Yes

☐ No → ❌ Not eligible

Did you sell or dispose of any assets (shares, crypto, property)?

☐ No

☐ Yes → ❌ Not eligible

Do you have any prior-year losses, amended returns, or ATO reviews/payment plans?

☐ No

☐ Yes → ❌ Not eligible

7. Final Confirmation

Is all your income pre-filled in the ATO and ready to lodge without further explanation?

☐ Yes

☐ No → ❌ Not eligible

For New Clients Only: (Action Required)
As part of the ATO’s commitment to reducing Identity Theft, we require a 100 points ID check through a Gateway Service Provider (Info Track Pty Ltd)
for all new clients with an additional fee of $35.00.

PLEASE CALL 1300 487 589 to begin your ID CHECK

This check is only required once, and for new clients only. For more information on the ATO requirements for Tax Agents on client verification please see here

Step 1 - Are You Ready To Book?

Before clicking the Book Now button below,
lets confirm that you are ready.

- Are you waiting on Notice Of Intent To Claim, Medicare Entitlement Statements or Income Statements?

- Have you allowed enough time prior to your appointment to prepare your documents & information?

- Aware that payment is required at the time of making your booking.

If you believe that you are tax ready, click the Book Now button below to begin the process

Should you require an urgent booking, please call the office on 1300 487 589.

Book Now

Step 3 - Ensure You Have Provided All Critical Information.

Now that you have completed Step 1 & Step 2, let’s make sure you haven’t missed anything important.
Please review the checklist below before your appointment:

Timezone Confirmation – Is your booking in the correct timezone?

Required Documents – Have you uploaded all receipts over $300.00, Income & Expenses Summary, invoices, and other important documents required?

Sole Traders – Have you uploaded an Income & Expenses summary for your business?

Rental Properties – Have you uploaded all rental statements, utilities, and an Income & Expenses summary for each property? See checklist in step 2 for complete list.

Shares & Investments – Have you uploaded statements, dividends, and any buy/sell information?

Superannuation & Personal Contributions – Have you uploaded Notice of Intent to Claim or other
relevant contribution statements?

New Clients – Have you uploaded a copy of last year’s tax return and contacted the office to
arrange your ID Check?

Other Income – Have you provided information on interest, government payments, or other income?

Software - If you have software such as MYOB, Xero etc, have you linked us to your account or
provided income statement?

Important:
All required information must be received at least 72 hours before your scheduled appointment.
Failure to provide all necessary documents in time may result in your appointment being rescheduled or
cancelled in accordance with our Terms & Conditions

Thankyou for booking with Tax Invest Accounting, our friendly team will be in touch with you
leading up to your appointment.

------------------------------------

Upon completion of each of your checklists you will receive an acknowledgement email which includes a PDF copy of information supplied for your records.

If you do not receive this email please call our Customer Service Team on

1300 487 589 or shoot us an email - admin@taxinvestaccounting.com.au

Please retain this information as part of your 2025 Tax Return Documents.

To find out how long your documents must be kept please see here