To get ready for tax time you should:
- update your client list
- check your clients' lodgment program due dates
- advise us when a return is not required
- review your security to stop fraud and protect your clients.
Under our service commitment we aim to finalise most electronically lodged current year tax returns within 12 business days of receipt.
When setting up appointments with your clients, remind them to provide the information you need to prepare and lodge their tax returns. This includes their:
- personal identification
- Australian financial institution account details
- Medicare card or number
- private health insurance information
- spouse details, including details of their income.