New OTA Client


For new clients wishing to utilise our Online Tax Australia Service the process is very simple.

First step is we require your authorisation to register you as an OTA client with the ATO. To do that we require:

  • Your full name, date of birth, tax file number and a copy of some photo identification.

This information can be sent to us at 

Registering as a client provides us with access to your ATO portal records which provides much of the information required to prepare your return including PAYG income, interest, dividends, HECS/HELP debts and health insurance details.

Once registered we will commence the following process:-

Step 1-  We will prepare and send your client specific template for you to complete and return to us which captures information not available on the portal such as deductions, confirmation of personal details, rental property information and sole trader summaries. (if required) for clients to complete and return to us.

Step 2 – Our tax agents then prepare a return using the ATO portal and template information and email a copy  for your review, approval and signing. Upon receiving a copy of the signed return and payment of the agreed fee the return will be lodged with the ATO with refunds processed 8-10 days later by the ATO directly into your nominated bank account.

Tax Return preparation and lodgement fees for 2023 are:

a/ Standard tax returns                                                  $110 (inc GST)

b/ Returns that include a rental                                     Standard return plus $25 per rental

c/ Returns that include a sole trader schedule              Standard return plus $55 (inc GST)

Returns that include capital gains transactions will be assessed and quoted on a case by case basis.

If you have any questions please email us at