TERMS AND CONDITIONS
OUR TEAM
Types of Appointments
We offer different methods of preparing your tax return to suit you.
1. FLY-IN TAX: Book an appointment to visit our office and get your tax done in real time.
2. DROP-OFF DRONE: If you are time-poor, complete the online check-in process to get started in your own time and we will complete the tax return with an estimated 14-day turnaround.
3. CHECK MY TAX: Save money and reduce the risk of an audit by doing your own tax return and having it checked over by a qualified accountant before you submit it to the ATO.
Book an appointment with us!
Preparing your tax with Northwest Accountancy
We want your tax return experience to be easy for you, so we ask you to be prepared for your appointment.
Prepare for your appointment:
Download these forms and have these presented to our tax expert.
Make sure you have everything before you come and meet with us to make it a smooth process.
You can also use the templates saved below to summarise your receipts before your appointment (instead of loading up all of the receipts, you can tally them).
Go to www.northwestaccountancy.com.au/tax and download the worksheets for Rental Properties, work receipts, or capital gains tax.
You can then bring these summaries with you, or email them to us before your appointment time.
On the appointment day:
Please note we have moved! Our office is located at 7/43 Balmoral Road.
We would appreciate that if you can't make the appointment time, you let us know as soon as you can (even if it is 10 minutes before the appointment time). Do this by calling 9185 9400.
If you haven't submitted your Proof of Identity at a previous time, please have it ready. We will store that we have sighted these details and not require them from you again.
Once your appointment is complete, we will ask if you would like to sign the document electronically via our new digital signing service. There are no logins or passwords to remember.
Your tax return will be lodged only once signed and paid. If you have issues with either of these please let us know.
After the appointment:
Once the ATO has processed your tax return, you will receive your copy of the Notice of Assessment via email as well as any other documents we receive electronically on your behalf.
We have moved to a digital system so please let us know if you would still prefer paper copies of your documents.
You are also able to access any ATO correspondence on your MyGov account.
Terms & Conditions:
Please note that our terms and conditions for completing this work are shown below. Please read these terms and conditions carefully.
If you have any questions please don't hesitate to contact us via phone or email.
TERMS & CONDITIONS
What we will do:
- Check your Proof of Identity to make sure that you are who you say you are. This may be digital or in person.
- We will prepare your Income Tax Returns based on the information you provide to us, as well as information available to us on the ATO Prefill report at the time of download.
- We will lodge your Income Tax Return with the Australian Taxation Office in time to satisfy regulatory requirements provided you give us your information in sufficient time.
- We will liaise and communicate with the Australian Taxation Office as necessary on your behalf as your Tax Agent, in relation to your tax return.
What we will NOT do:
- We will not audit your data and therefore will not be able to form any opinion of their accuracy.
- We will not be looking for irregularities or errors, including fraud and illegal acts. However we will notify you if we suspect something might not be quite right.
- Check all of your ATO setup - there's a lot in the background to go through, so there's an extra charge for that (please request an ATO Check).
Period of engagement:
- The engagement will start as soon as you accept these terms of engagement.
- The engagement will end as soon as your notice of assessment has been issued by the Australian Taxation Office (ATO)
Your responsibilities:
- You are responsible for the completeness and accuracy of all the information you give us.
- You agree to disclose all relevant information to us and arrange reasonable and timely access to relevant individuals and documents to allow us to do our job quickly and efficiently.
- You are ultimately responsible for the resulting Income Tax Returns we prepare on your behalf under this engagement.
- You are responsible for paying our fees within the terms of credit. Please note that tax returns will not be lodged without full payment of the fee or alternatively a signed Fee From Refund form is approved.
Our responsibilities:
- We are responsible for keeping any information we get from you confidential.
- Unless we have your consent, we will not disclose this information to any other party unless required by law. However our files may be subjected to quality control review by the CPA Australia of which we are a member. If this occurs we will notify you in advance.
- We are responsible for doing your work in accordance with the professional and ethical standards issued by the Accounting and Ethics Standards Board (APESB).
- We have a duty to act in your best interests. However, we will always comply with the laws.
Use of Third Parties:
- We may use our sister office in Mundaring or Dongara (Pegasus Professional Accountants) to process your returns. If we do this, we will ensure that your information remains confidential. We will take full responsibility for overseeing the quality of the work done.
Limitation of Liability:
- Our liability under this engagement is limited by a scheme approved under Professional Standards Legislation. Further details are available on request.
Current Fees & Charges
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Tax Return Preparation charges (inc GST):
If you run a business and use software such as MYOB or Xero, there will be additional charges for reviewing your bookkeeping to ensure your data is correct before preparation of your tax return. You may request a quote for this service.
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