We are pleased to introduce our team of accountants who will be completing the bulk of our individual tax returns this year.  Kaylie and David will be overseeing the process with assistance from Ashleigh, Kathryn, Jordan, Christian and Sarah.

As always, we are available for face-to-face consultations as well as offering a remote service.  Our remote service has continued to be popular with clients and includes phone appointments and Microsoft Teams meetings.

Please contact reception to book your face-to-face or remote service appointment on (03) 5224 1022.

Information for your 2024/25 tax return can be emailed directly to your accountant or to reception@kellyassoc.com.au.  Alternatively, we can provide a secure link upon your request, allowing you to safely deliver sensitive taxation information to us electronically.  Please note that payment summaries no longer need to be provided as we can access them from the ATO portal.

To further assist with tax preparation this year, we have provided an Individual Tax Return Checklist and a complementary Tax Data Organiser to help gather and compile your tax information.  The ATO website also provides some helpful deduction guides that are specific to particular occupations and industries: Occupation & Industry Specific Guide Occupation & Industry Specific Guide

Where appropriate, we are using DocuSign for signing and returning documents.  Please keep an eye out for documents sent to you via DocuSign and contact our office if you require any assistance with the signing program.

We look forward to assisting with all your taxation needs for the 2024/25 tax year!