I need to sign my completed tax returns, how do I do this?
If you’re returns have been completed by us they should be avaliable for you to sign in your MYOB Portal. To log in and access your returns you can follow this link. If you are having any trouble signing in to your account visit our MYOB Portal Assistance page or you can contact our office 03 9725 2533.

I have an email saying it requires a pin? ATO smartdocs 

New tax agent legislation means that we need to employ additional security measures whenever we email you correspondence about your tax affairs.

This is to help keep your highly sensitive personal information as private and secure as possible. When we email you correspondence about your tax affairs with sensitive information, you’ll receive an email and you will also receive an SMS with a security pin that you’ll need to access the link within the email.

If you receive an email and no SMS please contact our office as we may not have your correct mobile number and will need to update this for you. If you receive an SMS and no email, it is best to first check your spam and junk folders. If the email is not there please contact our office so that we can ensure we have your correct email address.

How do I access my PAYG Summary? 
At the end of each Financial Year your employer will lodge your Summary with the Australian Tax Office (ATO). The best way to access this document is by linking your MyGov account to the Australian Tax office. Make sure you have set up a MyGov account then you can use this guide to connect it to the ATO.

Where is my Notice of Assessment?
The ATO will send your Notice of Assessment directly to your MyGov inbox. Make sure you have the Australian Tax Office connected to your MyGov account, you can use this guide to get it set up.

What documents do I need to provide for my tax return?
You’ll need income statements, receipts for deductible expenses, bank statements, and investment records. For a detailed list, check out our resources page.

What is the deadline for lodging my tax return?
October 31 for individual taxpayers preparing their own tax returns. Extensions may apply if you use a registered tax agent.

How long should I keep financial records and receipts for tax purposes?
Generally, keep records for five years, but some situations require longer.