THE NEXT STEPS…
STEP 1
YOUR DETAILS
Please click the buttons below to begin the secure process of providing or updating your details.
For all new clients, we are now required by law to verify your identity as part of this process.
STEP 2
BOOK APPOINTMENT
STEP 4
ACCESS TEMPLATES
We have created some templates to help you prepare for your appointment.
Click to download and use templates that are relevant to you.
Use this worksheet to record deductions relating to your individual return.
If you are in business, this will include deductions outside the business; for e.g. - income protection premiums, donations etc.
Use this worksheet if you are a sole trader in business, not registered for GST and do NOT use accounting software.
Use this worksheet if you are a sole trader in business, registered for GST and do NOT use accounting software.
Use this worksheet to record income and expenses for rental properties owned by you requiring inclusion in your tax return.
Use this link to obtain relevant reporting of your Crypto transactions.
If you have crypto transactions and do not provide a report such as this, additional fees may apply.
STEP 5
YOUR CLIENT PORTAL
We have created an online portal for you to securely upload any documents and/or completed templates before your appointment.
Please note that new clients must first complete Step 1.
