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Individual Tax Return, what to expect at your appointment

Individual Tax Return, what to expect at your appointment

Individual Tax Return, what to expect at your appointment

Preparation cost 

Individual Tax Return, what to expect at your appointment. Your tax return is usually completed by Hunter Partners for a standard price. Pricing details are displayed on the reception counter, if not ask reception for details of these costs.

  • Tax Return - Standard Cost
  • Additional fee charged for deducting your fee from a tax refund (pay on refund)
  • Additional fee charged for each Rental Property Scheduled prepared
  • Additional fee charged for Capital Gains Tax Schedules prepared
  • Additional fee charged for each Business Schedules prepared
  • Additional fees charged for over ten Dividend Statements
  • Additional fees may be charged for large amounts of transactions or deductions as these are not considered to be standard tax returns
  • Additional fees charged for research required to compile or complete your tax return

Additional fees are charged to cover additional work required for your individual tax return that is not covered by our standard fee. We can provide you with a fixed price quote for your work once we have determined what will be involved in completing the job.

When you arrive to complete your individual tax return, the proceedings will run along these lines;

  • Receptionist will get you to sign an 'Engagement Letter'
  • Introduction to, or greeting by your accountant
  • New Client - accountant will collect your details and create a file for you
  • New Client - accountant will log into the Tax Agents Portal, add you to our ATO client list, we will download a ATO Pre-Filling Report that will assist in your Tax Return preparation
  • Existing Client - accountant will check that your file details are current and make changes if required
  • Existing Client - we will have downloaded your current year ATO Prefill Report and have completed part of your tax return before you arrive for your appointment
  • We will ask for your PAYG Summary/s, and other items required for your tax return and work our way through your tax return
  • When the return is completed, if you are getting a refund we will ask if you wish to pay for the return on the day or if you want us to deduct our fees from the tax refund
  • We will then print two copies of the tax return and associated schedules, we will get you to sign our copy and will provide you with a full copy of the completed tax return
  • We will now conclude the appointment, if you are to pay on the day we will now go to reception to make payment, if the fee is to be deducted from the refund you can now leave

If we are unable to complete the tax return on the day because we did not have everything required, you will be sent off to get the missing information. As soon as you obtain that information you will call us to schedule another appointment and if we then have all required information the tax return should be completed at that appointment.

Previous Articles

Preparing your tax return, this is what we will need

Preparing your tax return, this is what we will need

Category: Individual Tax Returns
Preparing your tax return, this is what we will need. In order for Hunter Partners to complete and lodge your Individual tax return with the ATO in a timely manner we need you to provide (where pos...