You Don't Need to Book an Appointment
You do not need to book an appointment to get your tax return done with us.
Simply complete our Growthwise Tax Checklist (a quick Typeform). Once submitted, our team gets to work and your return is prepared on a Saturday.
If we have any questions we’ll contact you directly. Otherwise we’ll email your completed return for your review and electronic signature, then lodge it with the ATO once your invoice is paid.
No waiting rooms. No chasing documents via email. Just a clean, modern process.
Prefer to Speak to Someone?
Phone appointments are available for those who want to talk something through with Alan or Steph. Book one here.
We're also offering a very limited number of face-to-face Saturday sessions at Growthwise this year for clients whose returns are more complex or who just prefer to meet in person. Spots are genuinely limited so book early if you want one.
Important: If you've booked either type of appointment, the checklist must be completed by midnight Thursday before your appointment. Your appointment will need to be cancelled if it's not completed in time.
Before You Start the Checklist
The form can’t be saved part-way through, so have your documents ready first:
- Interes, Dividends & Investment statements
- Receipts for your Deductions
- Rental Property Income & Expenses
- Investment & Crypto records
Grab a coffee, gather everything in one place, then open the checklist.
How Our Process Works
1. Complete the checklist — our Typeform covers everything we need. Work through it at your own pace, from wherever you are.
2. We prepare your return — checklists are processed weekly and returns are finalised on Saturdays.
3. You review and approve electronically — we send it through our secure tax software for your electronic signature.
4. Pay your invoice — once paid, we lodge with the ATO.
Simple, transparent, and designed around busy people.
Key Dates for FY2025–26
We open for 2026 returns: Saturday 18 July 2026
We close for 2026 appointments: 31 October 2026
Extended deadline for Growthwise clients: The ATO deadline for clients on our agent listing is 15th May. We will not process any returns after 31st March 2027.
What the ATO Is Focusing On This Year
Work-related deductions — The ATO continues to scrutinise claims that look out of proportion with your income or occupation. Your deductions need to be genuine, work-related, and backed up by records. If you're unsure what you can claim, our checklist will guide you.
Working from home — The fixed rate method is 70 cents per hour, but you need a record of every hour worked from home. A rough estimate won't cut it. If you've been keeping a log, great. If not, you will not be able to claim the deduction.
Rental properties — The ATO is actively reviewing rental property deductions, particularly interest expense apportionment, repairs claimed as immediate deductions, and holiday homes that don't genuinely generate rental income. Download our rental income worksheet and check out the rental property tax guide before you start.
Investment income — Dividends, managed fund distributions, and crypto disposals all need to be declared. The ATO's data matching picks up discrepancies with what share registries and exchanges report, so make sure everything lines up.
Side income — Gig economy, freelance work, cash jobs — all of it is income and all of it needs to be declared. The ATO also gets a record of this so don't try to hide it.
What next
