Prepare for your Tax Return with Pro Tax
At Pro Tax, we know that getting your tax return sorted can raise a few questions, especially if it’s your first time doing it in Australia. That’s why we’ve put together this simple guide for anyone who’s decided to work with us or is just curious about how the whole process works.
Whether you’re already booked in or just checking us out, here’s exactly what to expect so everything runs smoothly from start to finish.
🤖 Setting up Your Appointment with ProTaxBot
To get started, schedule an appointment with us via WhatsApp. Our ProTaxBot will guide you through the process, collecting basic information and offering available time slots for you to choose from.
Once your appointment is set, please ensure the following:
- Complete the Deductions Form – This helps us register all your deductible expenses in advance, ensuring we include them in your Tax Return.
- Check Your ATO Account – Log into your myGov/ATO account to confirm that your credentials are still working.
💡 Pro Tax Tip: If you need to reschedule, you can do so through the Calendly link in your calendar app.
🗓️ On the Day of Your Appointment
🕒 Be on Time – Punctuality helps us make the most of your session.
🚫 Avoid logging into your ATO account 10 minutes before your appointment – This helps prevent potential lockouts or connection issues.
📂 Have Everything Ready – Keep your ATO credentials, completed deductions form, and any other relevant documents at hand.
💳Payment
Once your appointment is complete, we will send you a payment link. We kindly ask that you settle the service fee promptly, as this allows us to:
✔️ Finalize your tax return immediately, preventing any delays.
✔️ Send your completed documents securely and promptly.
Need Help? We’ve Got You. 💬
If you run into any issues—whether it’s accessing myGov, linking to the ATO, or figuring out your tax and super—we’ve got your back. Reach out to us anytime via WhatsApp or email, and we’ll help you get things sorted, no stress.
Our next guide walks you through everything you need to do before you leave Australia. 👇