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Tax Checklist
2020 - Tax Checklist
To assist in completing your tax return, we have a checklist that will help you with what you need to provide us. Find out more
Virtual Tour
- Virtual Tour
Take a tour and explore our office Find out more

"Social Distancing" Tax Returns

This year we are offering "Social Distancing" Tax Returns!! 

If you have a phone, computer or smart device, we can easily connect with you and securely complete your income tax return without you even leaving your house.  We have a team of qualified and experienced accountants ready for your call!  Contact us now to arrange a virtual meeting. 

 
WHO IS THIS FOR   THE BENEFITS    

All individual income tax returns

  Qualified local accountants   Digitally sign your ITR, It's easy! 
Salary & Wage earners          Safe & Secure online client portal No need to come into our office
Investment property owners       Quick & Easy  Access your ITR & ATO correspondence all year round

HOW IT WORKS

  1. Read and download the tax return questionnaire to see what information we may require to complete your tax return - We will need your personal details to set you up in our system.
  2. Phone our office to arrange an appointment time by your choice of phone or Zoom meeting.
  3. Set up secure client portal with the assistance of our admin staff.  It takes just two minutes. We also have an instructions manual and video available to guide through this easy process however, our admin team are happy to help and step you through the process. 
  4. Complete the tax return questionnaire and upload to your new client portal along with any other data we may require to complete your tax return or email to us at mpca@macleanpartners.com.au.
 
   Download Excel Tax Return Questionnaire         Download PDF Tax Return Questionnaire  

 


 

Secure Client Portal

Our secure client portal is an online collaboration platform that let's us securely share documents with you and allows you to digitally approve your documents online without having to come into our office. 

If you do not already have one, the secure client portal takes just two minutes to set up and is completely FREE. 

Some of the great features our portal offers are:

  • Digital signing - Allows you to electronically sign your tax returns securely and efficiently without the need to print and mail paper copies to us.
  • Uploading Documents - Easily upload your source documents to our office.
  • Stay up-to-date - Receive instant notification to your email when your work is complete.  
   Download Secure Client Portal Manual   

Watch this video to help you get started...

 

 

 

 

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What our clients say...
  • "I've known Ross for many years and his team continues to deliver good, wholesome country service" - Read more
    - Kym Westcott, Paleo Cafe
  • "Maclean Partners are very knowledgeable accountants who are always attentive and keen to learn more about how to improve our business. John and his team offer sound advice about tax and general accounting, as well as helping structure and manage the financial aspects of the business to our advantage". - Read more
    - Tony Pascoe, NQ Foot and Ankle
  • "We've worked so hard over the past 10 years to get the business to where it is and sometimes you can't see the forest from the trees. Thanks to the Maclean Partners and the 90 Day Business Challenge, I found each module so helpful and the self-paced online aspect combined with the face to face coaching and workshops worked really well for us. - Read more
    - Nelly Evans,Powdercoat Select
  • "Nelly (my wife) told me she had signed up for some business training and I told her it was a waste of time and money. I wasn't interested in doing it at all because both our businesses are firing on all cylinders, but to show her support, I went along to the first workshop and I was impressed. Nelly and I have been doing a lot of talking, but we realised that we never had the right mindset to take action. - Read more
    - Glenn Evans, The Fencing Factory
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