Why do over 2,000 people trust G2 with their tax returns?

Great question. Thankfully, we've put together a handy checklist of things to bring along with you: Tax Return Checklist

If this is your first time experiencing the amazing accounting services of G2, we ask that you bring along (or provide in advance, for a quicker service) your Tax File Number and current bank account details. We typically get detailed of your salary & wages directly from the ATO (Payment Summaries are mostly a thing of the past, so don't worry about those), as well as your private health insurance details.

If you do end up forgetting anything, don't fret. Worst case, you can always email in any missing documents and we can finalise the return over email.

We've tried to make the booking process as simple as possible. Here are the best ways to book in:

1. Book your appointment online.
2. Call us on (03) 5442 4100

Most individual tax returns take around about 30 minutes, which is the timeframe we typically cater for in our booking system. But don't stress if we end up needing longer. We would usually be able to give you a very close estimate of your tax refund or amount payable by that stage, and the return finished off on the day of your interview. In more complex cases or where we need more information, particularly for some capital gains events, we might need longer.

After we've lodged your return, the ATO's 'benchmark' timeframe for processing tax returns is 28 days - but they usually process it in around one or two weeks.

We've all been there, handing in school assignments at the very last minute.

Tax returns are due on 31 October each year if you're preparing it yourself. But if you appoint a tax agent, we usually (but not always) get until mid-May the following year.

Agh, tax! We get it. Tax isn't always fun, and if you miss a year, that can snowball into 2 years really quickly. And then 10. G2 is a judgement-free zone.

Getting behind is usually caused by one of two things:

1. You don't have the info you need. The Solution: Chat to us. We can get a lot of info from the ATO, and if you need anything else, we can usually make the process a lot less painful.

2. Fear of a big tax bill. The Solution: Find out how bad it is. It's often not as bad as you think, but even when it is, the ATO do have the power to waive fines, interest or even waive tax debts entirely; not without good cause, but they can. And having a former-ATO executive on the team, we have great experience negotiating the best outcome.