Terms & Conditions

Simple Tax Special ($99*)

This special rate applies only when you have:

• One simple salary (1 PAYG Payment Summary)
• Government payments and bank interest only
• Less than $300 total deductions
• No complex income sources

*This discount replaces the previous student discount rate programme.

Standard Personal Tax ($187)

For clients with multiple income sources and deductions greater than $300. Includes comprehensive interview and search over 175 possible deductions.

Rental Property Package ($336)

Everything in Standard Personal plus one investment property. Includes rental income and investment property deductions.

Additional Services

• Each additional rental property: $149
• Capital Gains Tax: from $242
• Deductions >$1000 or >10 items: $28
• Medicare Levy Refund: $69
• Fee from refund service: $28

Business Return Categories

• Sub-Contractors (PSI, 1 Client Only): from $220+GST
• Sole Traders: from $390+GST
• Partnerships: from $390+GST
• Business Activity Statement: from $220+GST
• Standard Hourly Rate: $220+GST

Ongoing Business Services

• Bookkeeping & Payroll: from $190+GST/month
• Companies & Trusts: from $190-$280+GST/month
• SMSF Services: from $333+GST/month

Complex Services

Pricing for specialized services including tax planning advice, complex company structures, and trust administration is provided on application (POA) after review of specific requirements.

What's Included in All Services

• Comprehensive interview process
• Search over 175 possible deductions, rebates and offsets
• Year-round support and advice
• 100% satisfaction guarantee
• No hidden fees policy
• Transparent upfront quotes

Our Service Promise

We are NOT 10-minute quick-tax agents! We take the time and effort to explore every possible tax deduction/benefit possible. We prepare your tax return thoroughly and carefully - this is how we NEVER miss a deduction.

Quality Guarantee

Our belief: a good tax agent is much more important than a good price! If you're not satisfied with our services, you are not obligated to pay.

Payment Options

• Full payment upon completion of services
• Fee from refund service available (+$28 fee)
• All fees are 100% tax deductible

Quote Validity

All quotes are valid for 30 days from the date of issue. Quotes may be subject to revision if additional work is required or if client circumstances change significantly.

Additional Work

Any work beyond the scope of the original quote will be discussed and agreed upon before commencement. Additional charges will be clearly communicated and approved by the client.

Document Provision

Clients must provide complete and accurate information and documentation required for the preparation of tax returns and other services. This includes:

• All income statements and PAYG summaries
• Records of all deductions and expenses
• Bank statements and financial records
• Previous year tax returns (if not prepared by Tax7)

Timely Response

Clients are expected to respond promptly to requests for additional information or clarification to ensure timely completion of services.

Accuracy of Information

While we conduct thorough reviews, clients remain ultimately responsible for the accuracy and completeness of information provided to us.

Professional Indemnity

Tax7 maintains comprehensive professional indemnity insurance as required under the Tax Agent Services Act 2009.

Scope of Services

Our liability is limited to the scope of services specifically engaged and the fees paid for those services. We are not responsible for:

• Penalties arising from late lodgment due to client delays
• Consequences of incomplete or inaccurate information provided
• Changes in tax law or ATO interpretation after completion