Easy and convenient
Starting your Income Tax Return with us is easy! You can safely and conveniently submit your Information to us by completing our Online Tax Return Checklist.
We value your time, so we designed the Checklist to be as user-friendly as possible. You will not be required to manually input the information that can be otherwise accessible to us through the ATO Prefill service.
We will be in touch within 24 hours after receiving your submission.
Peace of mind
This service is not a DIY lodgment! After you submit your information, it will be reviewed and processed by our qualified staff. We may ask you to provide further information or clarify certain details to make sure we are not missing anything.
All Tax Returns prepared by us are checked by the Partner before being sent to you for review and signing.
Prism Accounting is a Registered Tax Agent, so you can rest assured you are in good hands!
Once you complete the Checklist, you will be provided with Tax Return preparation quotation instantly based on the answers you have given. In most cases, this is all you will be required to pay for preparation of your Tax Return.
The price of Tax Return preparation includes up to 15 minutes of Live Chat or phone consultation!
In the event that your tax affairs turn out to be more complex or time consuming that anticipated, we will contact you to discuss any potential extra costs before commencing work. Additional charges may be payable if longer consultation of Face-to-Face appointment is required.
In most cases, no appointment will be necessary to finalise your Income Tax Return. Although, you are more than welcome to schedule a consultation with us! You will be provided with an option to make an appointment after you submit your form.
We do recommend that to make an appointment for a face-to-face discussion if you are a first time client with more complex tax affairs (business income, significant investments, CGT events, multiple entities).
How to complete the Income Tax Return Checklist?
Follow the prompts provided by our online questionnaire. The form will be dynamically updating depending on the options you select, so you will only be asked questions that are relevant to your circumstances.
When you complete your answers, the form will give you a list of documents you will be required to provide to us. You may choose to upload these documents at the same time or provide them to us at a later stage.
What will happen next?
After receiving your submission, we will get in touch with you to advise what further information we need (if any) to finalise your Tax Return. We will also advise you if we identify any issues or if we think there may be other deductions you may be able to claim.
Once we process your information, we will send you a copy of you Income Tax Return for review to make sure you are happy with everything, and get you to sign Electronic Lodgment Declaration before lodging your return to the ATO.
Need Help? Live Chat with us.
If at any point you require assistance with completing your Income Tax Return Checklist, use our Live Chat function to get in touch with us. Alternatively, you can schedule a telephone appointment, and on of our consultants will guide you through the the steps.
Prefer to complete information offline?
No problem. You can download Income Tax Return checklist in Excel. After you complete the form, just email it back to us and we will get in touch.
For more information about submitting your Income Tax Return information online, see Online Tax Return FAQ