Helpful answers before you get in touch

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.

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.

Yes. Support is available for individual tax returns, sole traders, small businesses, BAS, bookkeeping, and general tax guidance.

You will receive a reply confirming the next step, any preparation needed, and whether a booking or follow-up message is the best option.

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.

Yes. Whiztax can help review what is outstanding and map out a practical way to get things back up to date.

It is better not to email sensitive records directly. If needed, you can request a secure upload link through the contact page.

Start with what you do have. Whiztax can help identify the most important missing items and the best way to gather them.

Yes. Existing bookkeeping records, summaries, and software exports can all help with BAS, year-end work, and ongoing record checks.

Income statements, deduction records, health insurance information if relevant, bank interest details, and any ATO correspondence are often useful starting points.

Bookkeeping records, sales and expense summaries, BAS records, asset purchase information, and prior year returns can all be helpful depending on the work needed.

Yes. The booking form supports common document and image file types so you can include relevant records when you first get in touch.

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.

Yes. Whiztax supports BAS preparation and bookkeeping for clients who want clearer records and a more organised workflow through the year.

Ongoing support can include reminders and planning prompts where that fits the work being done and the client relationship.

Yes. One of the strengths of Whiztax is the direct and personal nature of the service, so communication stays clear and consistent.

No. Website information is general only. Tailored advice is provided once your circumstances are reviewed and work begins.

That is completely fine. Send a short message describing your situation and Whiztax can guide you toward the right next step.