Bristax

Tax by Phone

Tax by phone is simple. Book an appointment and one of our tax experts will call you at your nominated time.

For video calls we use Google Meet. It has high security and is easy to use. Access via computer simply requires an internet web browser and doesn’t require you to download software or setup an account. Access via phone or tablet requires you to download the Google Meet app. We email or text you a meeting link before the appointment.

The same tax experts that do our in-person office appointments and online tax service also do our Bristax phone and video call appointments, so you can be assured your tax return will be prepared to the highest standards.

 We’ll take the time to understand your situation and provide the most relevant tax advice for you. We’ll maximise your tax refund safely, by making sure you claim the maximum deductions that you’re entitled to. Your tax return is usually lodged the same day.

And last but not least, our fee is tax deductible!

You can book your Phone or Video Call Tax appointment online by clicking below or you can call us on 1300 883 597.

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.

If you need to save time, you can email your information to us before your phone or video call appointment. We’ll review the information you provide before we contact you.

I would strongly suggest using BrisTax, the team was wonderfully profession and worked quickly and expediently to complete my tax returns to a short deadline (even going so far as to contact me outside of their normal work-hours for information needed to complete some of the forms). I will definitely be a returning client and have my taxes prepared by BrisTax again in the future.

Michael W Weible II