Frequently Asked Questions
Helpful answers before you get in touch
Browse common questions about appointments, records, privacy, fees, and ongoing support. For anything specific to your situation, it is best to ask privately.
Quick links
Jump to the area that best matches what you need help with.
Getting started
Booking an appointment, what to bring, and what happens after you first get in touch.
Do you work with individuals and small businesses?
Yes. Support is available for individual tax returns, sole traders, small businesses, BAS, bookkeeping, and general tax guidance.
Can I ask a question before booking?
Yes. If you are not sure whether you need a booking yet, the contact page is a good place to start with a short overview of your situation.
How do I book an appointment?
Use the booking page to send your preferred date, time, and a short note about what you need. Whiztax will confirm what works and let you know what to prepare.
What happens after I send a message?
You will receive a reply confirming the next step, any preparation needed, and whether a booking or follow-up message is the best option.
What should I bring to my appointment?
Bring the key records that relate to your tax return, BAS, bookkeeping, or business activity. If you are unsure, Whiztax can tell you what is most relevant before the appointment.
Do you help with overdue or prior year returns?
Yes. Whiztax can help review what is outstanding and map out a practical way to get things back up to date.
Documents and privacy
What to gather, what to do when something is missing, and how to send records safely.
What should individuals usually prepare?
Income statements, deduction records, health insurance information if relevant, bank interest details, and any ATO correspondence are often useful starting points.
What should small businesses usually prepare?
Bookkeeping records, sales and expense summaries, BAS records, asset purchase information, and prior year returns can all be helpful depending on the work needed.
What if I am missing some paperwork?
Start with what you do have. Whiztax can help identify the most important missing items and the best way to gather them.
Can I email sensitive documents?
It is better not to email sensitive records directly. If needed, you can request a secure upload link through the contact page.
Can I upload files with my booking request?
Yes. The booking form supports common document and image file types so you can include relevant records when you first get in touch.
Do you review bookkeeping records too?
Yes. Existing bookkeeping records, summaries, and software exports can all help with BAS, year-end work, and ongoing record checks.
Services and support
Fees, BAS and bookkeeping, and what working with Whiztax looks like through the year.
What if I am not sure which service I need?
That is completely fine. Send a short message describing your situation and Whiztax can guide you toward the right next step.
How are fees worked out?
Fees depend on the type of work involved, how your records are kept, and how much review is needed. Costs are clarified before work begins.
Do you offer BAS and bookkeeping help?
Yes. Whiztax supports BAS preparation and bookkeeping for clients who want clearer records and a more organised workflow through the year.
Will I deal with the same person throughout?
Yes. One of the strengths of Whiztax is the direct and personal nature of the service, so communication stays clear and consistent.
Do you provide ongoing reminders?
Ongoing support can include reminders and planning prompts where that fits the work being done and the client relationship.
Is the information on the website personal tax advice?
No. Website information is general only. Tailored advice is provided once your circumstances are reviewed and work begins.
Still need help?
Ask privately and get a direct reply
If your question is about your own circumstances, documents, or timing, ask it privately rather than working from a general answer. Personal details and records are best sent through the contact or booking forms, not posted publicly.