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Find the right appointment
The form below asks a few quick questions and guides you to the right appointment.
Two-person appointments are for simple individual tax returns only. If either person has business income, multiple years, or a more complex return, please book separate individual appointments so we can allocate enough time for each return.
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This form only books a time. Please don't enter tax file numbers, ID documents, bank details or financial records here — bring those to your appointment.
What to have ready
Have these on hand for your appointment. Nothing is uploaded or submitted through this site.
Income
- Your payment summary / summaries from your employer(s)
- Any other income — e.g. bank interest on savings, rental or investment income
Deductions & offsets
- Receipts or details of work-related expenses
- Charity donations
- Private health insurance tax statement (if you have cover)
- A copy of last year's tax return — for depreciation and your prior tax agent fee (only if you're a new client, or didn't see us last financial year)
For your refund
- Your bank account details (bring to the appointment — not entered on this site)