KGPARTNERSANDCO

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Assisted DIY Tax Return

KG Partners and Co are happy to provide the following Assisted DIY Tax Return document for your convenience.

ASSISTED ONLINE TAX RETURNS

Work with us from your home or office to prepare your tax return for electronic lodgement through KG Partners and Co.

  • Our secure online system means you can do your return whenever and wherever you like.

  • Answer the relevant questions about yourself; (including your contact details), your family, your employment and other income details and your possible deductions and we will take it from there.

  • After you submit your details, we will contact you either by phone or email.

  • We will prepare your tax return, discuss with you any items that need clarification and further examine the detail to obtain the strongest tax benefits for you.

  • We will then advise you of the outcome and once you have reviewed and signed the paperwork, we will lodge your tax return electronically.

  • You may receive your refund in the bank in as little as 10 working days from signing your completed tax return (subject to ATO processing).

  • Our fees are very competitive and, of course, fully tax deductible.

  • No upfront cost if you use our Fee From Refund service (subject to availability of a refund).

  • Our fees commence from $120 and additional charges apply for Fee From Refund, travel, rental and business.

With unlimited year-round tax advice and support, including our fee, KG Partners and Co take the burden out of tax for you, ensuring maximum refund and minimum tax.

Please provide as much information from the following list as possible:

  • PAYG Payment Summaries/Group Certificates.

  • Social security, pensions, allowance documents/statements.

  • Sole parent/spouse/house keeper/low income/aged persons rebate.

  • Family Assistance Statement.

  • Private health statement.

  • Medical receipts over $2,000.

  • Schedule of work related expenses.

  • Franked credits from dividend statements.

  • Superannuation if self employed.

  • Prior year tax losses.

  • Previous year's accounting/lodgement fee.

  • Investment property expenses schedule.
  • Interest/fees on borrowing for investment purposes.
* Required


 


 

 

 

 

 

 

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A tax consultant will be in touch within 48 hours to verify your lodgement.