What is the Client Portal

The client portal is a way for us to collect the core information that we require from you for your tax return, whilst providing you with education and guidance around expenses and what you can claim. We hope that after working through it, you’ll feel a lot more confident about your tax situation.

If there is anything that you’re not sure about, that’s okay just leave it blank and we’ll work it out later.

We will always review the information that you have provided personally and have a chat with you about it, to make sure we answer questions on any areas that you’re not sure and to make sure your information is correct and complete and you have maximised the deductions that you are entitled to.

For information about Personal Data see the Personal Information question below and the Privacy Policy in the PRIVACY FAQ section.

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