Tax Returns - Your Frequently Asked Questions

Sending Your Documents
Tax Deductions
General Tax Information

About Our Service

Why should I use Mr Tax Refund?

With Mr Tax Refund, your tax needs are taken seriously. Our professional tax consultants are here to assist you at every step and our fees are one of the lowest in the market.
Maximise your refund and deductions: A qualified tax agent / senior accountant will check your return before it is lodged with the ATO. We'll often identify additional areas for extra deductions which can increase your refund.
Faster Service and Lodgement: No need to leave your computer! You can ask your Mr Tax Refund Consultant questions at any time via email, digitally sign your return and pay for your consultation at the time of the interview. We lodge your return with the ATO on your behalf.

How do I use the Mr Tax Refund service?

It’s simple. You can get started by signing up on our website. Once signed up, we will call you to make an appointment, call you at the pre-arranged interview time and complete your tax return. Those attending face to face consultations at one of our locations can bring their documents with them.

How long does it take to complete a typical tax return?

Completing a tax return usually takes 10-40 minutes.

What do I need to lodge my return with Mr Tax Refund?

To complete your tax return with Mr Tax Refund you will need to inform us of your:

  • Full Name
  • Date of Birth
  • Residential Address
  • Mobile Phone Number
  • Tax File Number
  • Bank Account Number/s (for your refund!)

And you’ll need to upload, email, fax or bring your:

  • PAYG Payment Summary (Group Certificates)
  • Photo ID - compulsory
  • List of work or self-education expenses
  • Private Health Insurance Statements
  • If you have a government debt – current statements from relevant department (ie Centrelink etc)

Can Mr Tax Refund complete my tax return if I am missing a PAYG Payment Summary (group certificate)?

The tax office frowns on anyone lodging returns without a PAYG summary, especially in the early part of the tax season (ie July – August) as they like to give employers every chance of getting PAYG summaries to the employee.

If the employee has not been given a PAYG summary by the end of August you may submit a tax return using payslips as long as it is accompanied by a statutory declaration signed by a JP.

Can I have your fee taken from my refund?

We can deduct the Mr Tax Refund fee from the ATO refund and have the net funds deposited directly into your own bank account should you wish. There is a charge to use this service.

Can you prepare multiple years' returns at the same time?

We can prepare and lodge all past year's returns together at the same time. The current year's refunds will be returned in the normal period but there may be slight delays with refunds coming from the ATO for previous year’s returns and possibly not arriving together.

Do I need to physically sign any paperwork before my return can be lodged?

When we complete your tax return we email you your client agreement and a summary of your expected refund and our fees. You simply digitally sign (‘esign’) your client agreement and hit reply which sends the agreement back to us allowing us to lodge your return with the tax office on your behalf.

In most cases you’ll receive a copy of your tax return along with the tax offices’ Notice of Assessment from us a few weeks later which we recommend you keep in a safe place.