Every year LMS Advisory releases our updated Tax Return Checklist and Tax Return Preparation Instructions for our valued clients.
Table of Contents
Tax 2023
STP Finalisations are due by your employer by 14th July 2023. We will commence working on returns from the week commencing 21 July 2023.
Please complete our initial Tax Request to put yourself in the queue and we’ll be in touch.
2023 Tax Preparation Request Questionnaire
Tax 2022
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.
Important Information about the preparation of your return
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 of our admin team to schedule, as different accountants have different availabilities/pre-commitments.
Our fees for the preparation of a 2023 Income Tax Returns start from:
- $200 + GST per return (Low-income earners & D1 – D12 Standard Deductions only)
- $250 + GST per return (Additional fees will apply for returns with rental properties, Capital gains Tax events, Crypto Investing, Sole Trader Business Schedules, etc)
- Consultations – by request
Our preferred and most efficient method of receiving your tax paperwork is by scanning and emailing your checklist and associated work papers/receipts to admin@lmsadvisory.com.au . 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!
Please note 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 and mobile phone number.
Links to previous checklists can be found below:
2022 – Tax Checklist – Excel Format
2021 – LMS Advisory – 2021 Instructions and Checklist for Download
2020 – LMS ADVISORY – 2020 Individual Tax Return Checklist
2019 – LMS ADVISORY – 2019 Individual Tax Return Checklist
2018 – 2018 Individual Tax Checklist LMSAdvisory
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
