Tax Return Process - Business Clients

Here are the main steps

1- Client / bookkeeper to reconcile bookkeeping file up to 30 June eg Xero
2- Client to send bank statements as at 30 June plus any questions / comments to Tax Slayer
3- Tax Slayer will work on the job up to query stage
4- Tax Slayer will send queries to client
5- Client to reply to queries – hopefully there is only 1 round of queries but we continue until all queries are resolved
6- Tax Slayer will let the client know once the job has been completed
7- Client to sign off electronically or in person
8- Client to pay Tax Slayer's invoice
9- Tax Slayer will lodge the client's tax returns

Note: we are unable to prepare your returns whilst you are in our office mainly due to the time it takes
 

During the year
- Client or their bookkeeper to email / call with questions – if query will take more than 10mins (1hr total per year) we will provide a quote
- Tax Slayer will contact client around April to check if tax planning is required – fees apply

 

After 30 June the process starts again

When the client wants their tax return prepared they simply email / call us. We are pretty busy in July–Sept preparing employee tax returns so after that is preferred. In saying that if you need it prepared earlier for say a finance application we can always squeeze you in.

If you’re happy to wait know that we have you on our list and we’ll contact you well before the due date.

Your tax returns will take 2-4 weeks to complete