How To Get Started

Individual Tax Returns
from only $250

Our pricing is easy to understand (no nasty surprises here!) and explained in full on our booking page and here

The following steps may involve duplicate entering of your personal information. Please know that this information is required by law.

Just so you know we handle all personal information we receive from you in accordance with the Privacy Act 1988 (Privacy Act)

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.

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 2 - Important Information Required

Please complete our online checklists to help us prepare for your return. The checklist you choose will correspond directly to your personal situation.

PLEASE NOTE:
If you have employment income only complete
the Individual Checklist.

If you have a Rental Property and employment income please complete both checklists.

If you trade though an ABN as a Sole Trader and have employment income also complete both checklists.

If these checklists are not completed minimum 72 business hours prior to your appointment your appointment will be rescheduled.

Click below to begin Checklists .

Individual Tax Return Checklist

Sole Trader Checklist

Rental Property Checklist

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.

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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