"Your EOFY Tax Return, Sorted"
Fill out our tax questionnaire below so we can prepare your return accurately and lodge it on time. Takes about 15 minutes.
Opens as a fillable PDF — no login required.
Frequently asked questions
What if a section doesn't apply to me?
Skip it, no problem.
Is my information secure?
Absolutely. We use industry-standard encryption and secure storage, and only your registered tax agent has access to your details — nothing is shared beyond what's needed to prepare and lodge your return
What if I don't have everything yet?
Fill what you can, send the rest later.
How long does it take to get my return prepared?
Once we've received your completed questionnaire and documents, most returns are prepared within 10 business days. We'll let you know if anything's missing before we can proceed.
Do you handle more complex returns, like business, trust, or company tax?
Yes — this form is designed for individual returns, but we also prepare returns for sole traders, companies, trusts, and partnerships. If your situation is more complex than this form covers, get in touch and we'll set up a tailored consultation.
What if I have income from multiple sources, like investments or rental property?
No problem — this questionnaire covers the basics, but if you have shares, rental income, capital gains, or other investments, just note them in the 'Other Income' section and we'll follow up directly to go through the detail with you.
Tax Practitioners Board Member
Liability limited by a scheme approved under Professional Standards Legislation. All materials in this site for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice.
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