Terms & Conditions

Provision of Information:

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Clients are responsible for ensuring that all information submitted via the client portal is complete, accurate,

and provided at your earliest convenience.

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New Clients:

• ID Check via infotrack is required for an additional fee of $50.00​​. You will need to call the office to arrange

payment and provide personal details.

• Provide a copy of previous year Tax Return​​

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Pre-Appointment Requirements

Prior to booking an appointment, clients must confirm they are not awaiting any of the following:

• Notice of Intent to Claim a deduction for personal superannuation contributions

• Medicare Entitlement Statement

• Any other documents required to finalise their tax position

• Income statements 

Outstanding or Incomplete Information Fees

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Booking Process And Document Preparation

Individual / Employee Appointments: At the time of booking you are allocated a 30 minute appointment with
an accountant to complete your Tax Return. The booking process involves a basic checklist to secure your
booking. We strongly recommend completing the "Voluntary Checklist" to get the most out of your
appointment.
 

For ABN holders, investors, and rental property appointments: The process begins with a “Start My Work” booking. This secures your place in our queue and allows you to select the earliest available start date.

You will be offered a complimentary 10-minute consultation to discuss any questions and clarify the documents
required to prepare your tax return. You may decline this call if you prefer to proceed directly with uploading
the required documents.

Once all required documents have been received, you will be sent an SMS with a link to book your allocated
20-minute appointment with your accountant to complete your tax return. 

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Where required information is incomplete or outstanding, the following fees may apply:

• Not Tax Ready: $25.00

• Waiting on Medicare Entitlement Statement: $55.00

• Waiting on Notice of Intent to Claim: $55.00

• Additional Bookkeeping: from $80.00 (non GST registered)

• Extension Fee: $55.00

• Payment Plan Setup: $55.00 – $110.00

Any changes requested after the client has reviewed their tax return, including last-minute amendments,

will incur an additional fee of $55.00.

 

 Fees and Payment

Payment of the base appointment fee is required prior to the appointment.

Any additional fees identified during or after the appointment including but not limited to shares,

rental properties, bookkeeping, extensions, or additional work required will be applied

and payable at the conclusion of the appointment

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Cancelled Appointment Refunds:
If you cancel your appointment within 48 hours of booking, you will receive your full refund

(* For New Clients that required an ID Check, the ID Check Fee of $50.00 will not be refundable)

All appointments cancelled after this time including rescheduled appointment limits, no refund is given.

Fee From Refund Appointments

This option is available for Individual/Employee appointments only.
If we are unable to contact you during your scheduled appointment time,
a non-refundable fee of $50.00 will apply for that appointment. After this, you will need to contact

the office to arrange a new booking.

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