Welcome to the new financial year from Hugh Walsh 

Now that 30 June has passed, we are ready to complete your tax return. 

And this year we are introducing a new option for completing your tax return using our new Fast Track Form.

In this short video below, I explain why this form can help us make the most of your tax meeting. But quite simply, because you will have already collated the basic information using the Fast Track Form and the Client Portal, we can spend our time during the meeting focused on advice and planning.

An overview of the tax time process  

We know you’re busy so we want to make the process for your tax return as easy as possible.  

Here’s the link to your Walshs 2017-18 Fast Track Form with full instructions for the process on the last page.

But as a quick overview of the process if you choose to use the Fast Track Form (it is optional)…

  • Please complete the Fast Track form and upload it to the client portal.
  • Be sure to also upload supporting documents including your PAYG summary, Private Health Statement or Medicare Levy Exemption Letter (if you are on a 457 Visa).
  • One of our team will get in touch with you to book your meeting, which will be scheduled for at least 4 weeks after we receive your information to allow us enough time to complete your return. You can choose to visit us at our offices for this meeting or you can have the meeting via phone or skype if that saves you time.
  • After your tax meeting, we will send you a copy of your return for final review and signing before it is submitted.