How To Submit a Tax Return for Lodgement

To ensure timely lodgement, please submit all returns using this process and ensure workpapers and tax returns are complete and accurate.
Incomplete submissions may be delayed.

Email: wegotyou@theaccountingacademy.com.au

Subject: Lodgement: {Client Name}, {Return Type}, {Period}

Body:

• Signed Return Uploaded to the Workpaper: Yes / No
• Tax Return Marked as Signed: Yes / No
• Timesheet Submitted: Yes / No
• Job Completed: Yes/ No
• Workpapers Completed: Yes / No
• Notes:

Example:

Subject: Lodgement: van der Heyden, Daniel, ITR, 2025

Body:

• Signed Return Uploaded to the Workpaper: Yes
• Tax Return Marked as Signed: Yes 
• Timesheet Submitted: Yes
• Job Completed: Yes
• Workpapers Completed: Yes
• Notes: Client signed via DocuSign
  
  

Client Name:

Individual: {Last name}, {First Name} 

Company: {Company Name } Pty Ltd

Trust and SMSF: {Trust Name} (without "the trustee for....")

Partnership: {Business Name}

Tax Return Types:

ITR - Individual Tax Return

CTR - Company Tax Return

TTR - Trust Tax Return

PTR - Partnership Tax Return

SMSF - SMSF Tax Return

IAS - Instalment Activity Statement

BAS - Business Activity Statement

GSTR - Annual GST Return

FBTR - FBT Return

Period:

Annual: The Year end e.g. for period July 2024 - June 2025, the period is 2025

Monthly: {Month} {Year} e.g. for the period 1 June - 30 June 2025, the period is June 2025

Quarterly: {Month} {Year} e.g. for period 1 July 2025 - 30 September 2025, the period is September 2025