Family Tax Bundles

Our family tax preparation services offer a comprehensive range of features designed to simplify the tax filing process and maximise returns for you and your loved ones. With a focus on accuracy, convenience, and maximising deductions, our services ensure that your family's financial well-being remains a top priority. Our experienced team of tax professionals is well-versed in the complexities of family taxation, including dependents, education credits, and various deductions. We provide personalised guidance tailored to your unique family situation, ensuring that you claim all eligible credits and deductions while minimising the risk of errors. Our user-friendly online platform allows you to securely upload necessary documents, review your return, and e-file with ease. We also offer proactive tax planning advice, helping you make informed decisions throughout the year to optimise your tax situation. With our family tax preparation features, you can navigate the tax season confidently, knowing that your financial future is in capable hands.

Starting your tax

Step 1 Simply go online to our policetax website, choose the tax package thats suits you, enter your basic name and credential details and workplace information and away we go.Enter your salary information and any other income you have earnt.

Step 2 The cloud system will take you step by step through the deductions process. On submit it is prepared by a tax accountants and returned to you via email for review and sign

When working with our tax professionals online, you will be sent your tax return for you approve and sign for the tax return for lodgement.

Our Work Process for online tax

It's a very simply process to com-plete your tax online at a time that suits you.

  • New clients Preliminary Information Gathering including Tax File Number (TFN),DOB, Family & employment situation
  • Existing-clients Preliminary Information Gathering including change of address,residential address, Family & employment situation.
  • List all your income for the year which will be check by accountants at the other end
  • Fill in applicable tax deductions and crucial offsets,
  • The tax professional will review your prepared tax return with you. They'll explain the calculations, deductions claimed, and any potential tax liability or refund..
  • Approval for Filing: If you're satisfied with the prepared online tax return, give your approval for lodgement.

Service Features

Our tax preparation service offers a comprehensive range of features tailored to meet your individual needs and ensure accurate, efficient, and stress-free tax lodgement. Our tax preparation service is designed to provide you with peace of mind, knowing that your tax obligations are handled by knowledgeable professionals who prioritise accuracy and optimal financial outcomes.

  • Personalised Consultation: We begin with a personalised consultation to understand your unique financial situation, goals, and any specific concerns you might have.
  • Data Collection: Our streamlined process collects all necessary financial data, including income statements, investment reports, expense details, and relevant tax documents..
  • Expert Analysis: Our experienced tax professionals meticulously analyze your financial data to identify potential deductions, credits, and tax-saving opportunities, ensuring you don't miss out on any benefits.
  • Thorough Review: Your tax return undergoes a thorough review to ensure accuracy and compliance with current tax laws and regulations.
  • Maximised refunds: We are dedicated to maximising your tax savings by leveraging our in-depth knowledge of the tax code and regulations. .
  • Electronic Filing: We offer the convenience of electronic filing, ensuring your tax return is submitted securely and promptly to the appropriate tax authorities.
  • Accessibility: Our team is available to answer any questions you might have about your tax situation, offering explanations in plain language.
  • Secure Data Handling: Your financial data is handled with the utmost security, utilising the latest encryption and data protection protocols to safeguard your information.