Step 1 of 5 — Contact

Your details

Basic information so we know who we're working with.

First name *

Required

Last name *

Required

Email address *

Please enter a valid email

WhatsApp number *

Please enter your WhatsApp number

This number is active on WhatsApp We'll confirm and conduct the session via WhatsApp or phone.

Visa type *

Required

Planning to stay long term? *

Required

Welcome

Have you lodged with me before?

If you're coming back, we'll skip the intro questions and go straight to what matters this year.

First time — I'm new here

I'll walk you through everything.

Returning client — I've been here before

We'll skip the intro and jump straight to this year.

Step 2 of 5 — Your situation

Your tax situation

This helps me prepare a real strategy before I even get on the call.

💡

Don't stress if you're not sure about exact amounts — rough figures are fine. We'll go through everything in detail on the call.

Income

What type of income did you have this year? *

💼Salary only (TFN)

🧾ABN only

⚡Both ABN + Salary

Please select your income type

Are you registered for GST?

Yes

No

Not sure

Personal situation

Do you have a partner who also works in Australia?

Yes

No

Have you lodged a tax return in Australia before?

Yes

No — first time

Goals

What are you hoping to achieve? *

Your deductions

A few quick questions

Tell me what applied to you this year. No need to calculate anything — I take care of that on the call.

Don't skip this one

Did you live in a regional or remote area?

Farm work, mines, hôtellerie dans l'outback. Si tu y as vécu, l'ATO te doit de l'argent en plus de ton remboursement habituel. La plupart des gens ne le réclament jamais. Moi, je le vérifie à chaque fois.

Yes, I did No Not sure

Did you drive for work at all this year?

Job sites, picking up supplies, travelling between locations — not the regular commute.

Yes No

Did you work from home at any point this year?

Yes No

Did you buy any work gear, uniform, or protective clothing?

Steel-capped boots, hi-vis vests, chef whites, scrubs — anything specific to your job.

Yes No

Any tools or equipment you bought for work?

Anything from a hammer to a laptop — if you paid for it and used it for work, it probably counts.

Yes No

Did you use your personal phone or internet for work?

Yes No

Did you pay for any licences, tickets, or cards to get work?

White card, RSA, forklift licence, mining induction, construction tickets — almost always claimable.

Yes No

Any union fees or professional memberships?

Yes No

Did you earn any income outside Australia this year?

Wages, freelance work, rental income from back home — anything earned while outside Australia.

Yes No

Anything else on your mind?

Unusual situation, specific question, something you are not sure about — just mention it here.

Any significant business expenses this year?

Subcontractors, equipment, materials, software, marketing — anything you spent money on to run your work.

Yes No

Did you use a vehicle for your business?

Client visits, site inspections, supply runs — business kilometres are claimable.

Yes No

Step 3 of 5 — Agreement

Engagement Letter

Please read carefully before signing.

LeTaxReturn — Engagement Letter (Optimisation)

This letter confirms the terms under which LeTaxReturn agrees to provide an optimisation tax session to you.

Services

We will conduct an in-depth call to review your full tax position including ABN and/or TFN income, deductions, optimisation strategies, and long-term planning. We will prepare and lodge your tax return with the ATO during or following the call.

Fee & Payment

The fee for this service is $200 AUD (inc. GST), payable after the session is completed. A card on file is required to confirm your booking. A $50 cancellation fee applies for no-shows or cancellations within 24 hours.

Your responsibilities

Provide accurate and complete information about all income sources.
Have access to your myGov account and ABN details during the call.
Retain all receipts and supporting documents for 5 years.

Confidentiality

All information is treated as strictly confidential and will not be disclosed to any third party without your consent, except as required by law.

Full name (acts as your signature) *

Please enter your full name

I have read and agree to the engagement letter Including the $50 cancellation / no-show policy.

Step 4 of 5 — Authorisation

Authority to Act

This authorises LeTaxReturn to act as your registered tax agent with the ATO.

Authority to Act — Individual Tax Return

I hereby authorise LeTaxReturn (Registered Tax Agent) to act on my behalf in all matters relating to my individual income tax return, including:

Accessing my ATO records, prefilled data, and ABN information
Preparing and lodging my tax return with the ATO
Corresponding with the ATO on my behalf
Receiving my Notice of Assessment from the ATO

This authority remains in force until revoked in writing.

Full name (acts as your signature) *

Please enter your full name

I authorise LeTaxReturn to act as my tax agent Including access to my ABN and ATO records.

Step 5 of 5 — Book your session

Let's get to work 🎯

I've reviewed your situation and I'm ready. Pick a time that works for you.

📊

Optimisation Session

An in-depth session covering your full tax position — ABN, deductions, long-term strategy, and everything in between.

🕐In-depth call

📊Full optimisation

💰Pay after — $200

🔄Ongoing support

🔒 A card on file is required to confirm your booking. You will only be charged $200 after your session is complete. A $50 fee applies for no-shows or late cancellations.

Book my session via Calendly →

🎯

Session confirmed!

I've reviewed your situation and I'll arrive prepared. Expect a WhatsApp message to confirm your time. This is going to be a great session.

📊Optimisation session booked

💬WhatsApp confirmation on its way

📋Have your myGov login and ABN details ready

💰Payment of $200 due after the session

🔄I'll follow up with advice and next steps