Bristax

Tax Accountants Online

It’s easy to do your tax return online.

Our process is streamlined and easy. Your tax return is usually lodged the same day or the next day.

We’ll review the information you provide and clarify any questions we might have with a reply email.

Be assured your tax return will be prepared to the highest standards. The same tax experts that do our in-person and phone appointments also provide our online tax service.

The main difference between Bristax and most online tax firms is that we are expert tax accountants. We’ll maximise your tax refund safely, by making sure you claim the maximum deductions that you’re entitled to. And of course, our fee is tax deductible!

Another significant difference is that the processes of many online tax firms are usually almost as difficult as doing it yourself. For example, they usually ask you a lot of questions you don’t need to answer. At Bristax, we keep the tax process as simple as possible. We know exactly what questions to ask about your occupation and situation.

Information required

New Clients

If you are a new client of BrisTax, we’ll need the following information:

  • Email address
  • Mobile phone number
  • Tax file number
  • Annual payment summary from employer(s)
  • Date of birth
  • Occupation
  • Residential and postal address
  • Bank BSB & account number for deposit of any tax refund

Where applicable, we’ll also need the following:

  • Bank interest income or other investment income over $50
  • If newly arrived or departing Australia – your approximate date of arrival/ estimated date of departure, your country of origin, and whether you are entitled to an Australian Medicare card.
  • Legal or defacto spouse name, date of birth, approximate taxable income for the financial year, number of dependant children
  • Your annual private health insurance tax statement
  • A summary of investment property income and expenses. Ask us for our investment property checklist.
  • A list of any known tax deductible expenses. For example:

Clothing that has an employer’s logo or is protective 

Tools/equipment

Average monthly phone and internet bill plus your estimated work use % (vs private) of each

Training/courses/memberships

Approximate purchase date and cost of your current computer and your estimated work use %

Approximate work kilometres travelled during the year (from workplace to workplace, not from home to work unless you are carrying bulky equipment)

Average weekly hours spent working from home

 

Donations made to registered charities

Tax agent fees

 

NOTE:

From August onwards we can usually access the following information directly from the ATO, so you don’t normally need to supply it:

  • Annual payment summary from employer(s)
  • Total bank interest income earned
  • Dividend & other investment income
  • Annual private health insurance tax statement.
Existing Clients

If you are an existing or past client of Bristax, we’ll need the following information:

  • Annual payment summary from employer(s)
  • Any change to your residential/postal address, mobile phone number, email address or bank account details since your last tax return

Where applicable, we’ll also need the following:

  • Bank interest income or other investment income over $50
  • If recently arrived in Australia – are you entitled to an Australian Medicare card?
  • Legal or defacto spouse taxable income for the financial year and number of dependant children
  • Your annual private health insurance tax statement
  • A summary of investment property income and expenses. Ask us for our investment property checklist.
  • A list of any known tax deductible expenses. For example:
    • Clothing or footwear with an employer’s logo or that is protective
    • Tools/equipment
    • Average monthly phone and internet bill plus your estimated work use % (vs private) of each
    • Study/training/courses/memberships
    • Approximate purchase date and cost of your current computer/tablet/mobile phone handset and your estimated work use %
    • Approximate work kilometres travelled during the year (from workplace to workplace, not from home to work unless you are carrying bulky equipment)
    • Average weekly hours spent working from home
    • Donations made to registered charities

NOTE:

From August onwards we can usually access the following information directly from the ATO, so you don’t normally need to supply it:

  • Annual payment summary from employer(s)
  • Total bank interest income earned
  • Dividend & other investment income
  • Annual private health insurance tax statement.

I have used BrisTax for the past 4 years and highly recommend their services and people. The online booking system and option to do tax via phone or email makes the whole process super efficient, and returns are always finalised quickly.

Sara Naylor