Returning OTA Client

 

Thank you for using our Online Tax Australia service in 2022.   The process for using our service in 2023 is very simple. As you are existing client our access to the ATO portal provides us with much of the information required to prepare your return including PAYG income, interest, dividends, HECS/HELP debts and health insurance details.

When you are ready to have us prepare your return all you need to do is email us at  support@onlinetaxaustralia.com.au to advise and we will commence the following process:-

Step 1-  We will prepare and send your client specific template for you to complete and return to us which captures information not available on the portal such as deductions, confirmation of personal details, rental property information and sole trader summaries. (if required) for clients to complete and return to us.

Step 2 – Our tax agents then prepare a return using the ATO portal and template information and email a copy  for your review, approval and signing. Upon receiving a copy of the signed return and payment of the agreed fee the return will be lodged with the ATO with refunds processed 8-10 days later by the ATO directly into your nominated bank account.

Tax Return preparation and lodgement fees for 2023 are:

a/ Standard tax returns                                                  $110 (inc GST)

b/ Returns that include a rental                                     Standard return plus $25 per rental

c/ Returns that include a sole trader schedule              Standard return plus $55 (inc GST)

Returns that include capital gains transactions will be assessed and quoted on a case by case basis.

If you have any questions please email us at  support@onlinetaxaustralia.com.au