Telephone Appointments & Drop in Service Available

Be Prepare for your Telephone Appointment / Ensure you have all of the required documentation together to drop off.

To make the most out of your Telephone Appointment or our DROP IN Services, make sure you have the required information available for your Tax Accountant to ensure you’re maximising your tax return.

When compiling your information for your Tax Accountant, remember to abide by the ATO’s rules for deductions to be valid:

• Your claim must be an eligible work-related expense
• You must have already incurred the expense
• You must have evidence to back up your claim

Your Tax Accountant may ask to see your receipts, tax invoices, and other supporting documents when making your claims. It’s crucial to keep in mind that they can only claim what you can prove. So it’s best to be on top of your receipts if you want to maximise your tax refund.

To make this easy for you, we’ve compiled a list of items to prepare before your appointment. Click here for our Tax Checklist to make sure you have all of your supporting documents.

Remember, your Walters Accountant’s fees are 100% tax deductible!  Please be aware that payment is required prior to your Tax Return being lodged. If you are not able to pay upfront you can opt to have your fees taken out of your tax refund.