Will I be signing any agreement with you?
Yes, it is a statutory requirement. Without agreement, we can't work on your behalf. Don't worry, our procedures are electronic therefore you won't need to print or sign physically on any document. We encourage you to read every document before you agree electronically.
Can I cancel our agreement?
Short answer is yes, but it depends at what stage we are. Once you sign your tax return for us to lodge, you can't cancel at that stage. If you decide to cancel at a stage before that, we will go by the agreements you must have signed earlier.
What will be the benefit of using client portal?
As we said, it is your private account on our portal, you will be able to park all of your documents here and you will be able to control all of our services from here. You can see the status of your communication to us as well.
What will be the benefit of using mobile app?
Easy and fast communication with us. You won't need email, sms or call facilities if you are using our app to communicate with us. You will be able to take pictures to upload documents for your tax return.
If I refer your services to someone will I get benefits?
If you are satisfied with our services and refer to your contacts, we will appreciate it and yes we will reward you as per applicable 'Refer & Earn'. See current 'Refer & Earn' program.
Will all of my income be pre-filled?
No. If the person or organization from whom you are receiving your income is not under an obligation to report your income to ATO, then you need to provide that information manually.