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What do I need to bring in for my tax appointment?
- Bank Account Details (in your name)
- PAYG Summaries from your employers and Centrelink (if applicable)
- Private Health Insurance Annual Statements
- Spouse Details (Name, D.O.B., Income)
- Photographic ID
Please click here to see a list of common income, deduction and rebate items for Individual Returns |
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I've received a letter from the ATO about overdue tax returns. What should I do?
Contact us! The ATO can fine you and charge you interest for overdue tax returns. |
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I've received a default assessment from the Ato for an overdue tax return. What should I do?
Contact us! There is the potential to object to the assessment, however strict time limits apply. |
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I haven't done my tax for a few years, what should I do?
Contact us! We can lodge multiple year returns for our clients. |
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I'm thinking of starting my own business, and want to get some advice regarding different tax structures. What should I do?
Contact us! We can set up an appointment and discuss the different options available. |
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I did my tax return with a different tax agent last year, and wasn't happy with the end result. What should I do?
Contact us! We can have a look at that return, and if something has been missed we can organise an amendment. |
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I used to see you in person for my tax, but I have now moved interstate / overseas. Can you still look after me?
Absolutely! Please contact us to discuss. |
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I'd like to use your services, but I cannot make it into the office. Can you still look after me?
Absolutely! Please contact us to discuss. |
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I need to pay an invoice for your fees. How can I do this?
Easy! Either come and see us in person or use the secure payment method via the Goldberg Website - just click on the Pay Your Account tab, and follow the simple instructions on the secure payments page.
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