Welcome to FY 2023, Happy new financial year!
Every year LMS Advisory releases our updated Tax Return Checklist and Tax Return Preparation Instructions for our valued clients.
Please find attached three clickable links to download our 2022 Return Questionnaire and Income Tax Checklist.
Please complete the initial questionnaire first as it will help us finalise your return sooner. Our Checklist is shorter and sharper.
The questionnaire should be able to be completed on a mobile, and will help us identify the complexity in your return and who would best prepare the return on your behalf.
Our service standard is 4 weeks or less turn around from your submission of documents to successful lodgement.
In-person appointments are not necessary to progress tax return preparation. If you are looking to book an in person advice consultation with one of our accountants, you can schedule once your returns are complete. Appointments outside of office hours and on Saturdays are available by Zoom only. Please speak to your accountant or one our admin team to schedule, as different accountants have different availabilities/pre-commitments.
Our fees for the preparation of a 2022 Income Tax Returns:
Our preferred and most efficient method of receiving your tax paperwork is by scanning and emailing your checklist and associated work papers/receipts to email@example.com . If you book an appointment, we request that you send your documentation at least 48 hours in advance to give us time to finalise. Please remember to include the completed checklist with your work papers when you return it to us.
Please help us by providing as many components of the return checklist as possible when we start working on your returns!
In 2022 all completed tax returns will be emailed to you for electronic signature using Fusesign. This is completely secure and unique to your email address which only you can access with SMS Security. Each lodger will need their own email address.
Links to previous checklists can be found below:
2017 and older – Please email us to help you work with the ATO to bring your affairs up to date, as some returns are now quite overdue.
Please do not hesitate to contact us with any questions.
All the best for a prosperous financial year!
Thanks, LMS Advisory Tax Team