What’s new

27 June 2019

New Client Document Portal

From the start of the new financial year, we will be contacting all tax clients to introduce you to our new document and client portal that will be used for tax paperwork from the 2019-2020 financial year onwards. 

The client portal will be used to streamline our tax process and will replace the current process of sending your tax returns and BAS and IAS forms via email.

Instead, we will securely send your tax returns, BAS and IAS forms and other documents that need reviewing or signing via the client portal. You will receive a notification when documents are uploaded to your account for you to action. Once you review and check the relevant documents, the returns and forms can be signed electronically and sent back to us automatically for lodgement.

So in future there'll be no need to print the documents, sign and initial each page, scan them and email them all back to us, which should help us all save time and paper. 

The portal also allows you to upload documents to be sent to us, for your tax return and BAS and IAS preparation. This should streamline the process for providing details for your tax returns and BAS and IAS lodgements, as documents can be uploaded as you receive them, rather than waiting on numerous documents from various sources to send everything to us in an email. 

To access the client portal you will need to set up a personal login and password, and we'll be sending out step-by-step instructions on how to do this. We will also include instructions on how to use the portal once you've set up access, so you can start uploading documents you receive for your 2019 tax returns, like your PAYG payment summary (or group certificate), health insurance tax statement, annual interest statements, etc. 

In the meantime, if you have any questions regarding the new system, please contact our office.  

 

Liability limited by a scheme approved under Professional Standards Legislation. Liability is limited in those States where a current scheme applies.   

 

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