Welcome to our Tax Return Questionnaires and Checklists section, where we provide essential tools to streamline your tax filing process. These resources are designed to facilitate efficient communication and ensure all necessary information is gathered for accurate tax returns. As your dedicated accountants, LMS Advisory is committed to simplifying your tax obligations and maximizing your returns.
Explore our comprehensive resources tailored to meet your needs:
- Individual Tax Questionnaires: Detailed forms to gather personal income and deduction details.
- Business Tax Checklists: Checklists to organize business income, expenses, and deductions.
- Specialist Tax Planning Tools: Resources to assist with tax planning and strategy development.
Our goal is to ensure a smooth and efficient tax filing process for you or your business. By utilizing these tools, you can confidently provide the necessary information for us to prepare and file your tax returns accurately and on time.
For further assistance or to schedule a consultation, please contact us today. We look forward to helping you achieve your financial goals through expert tax guidance and support.
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 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.
