Williams Tax & Advisory

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Online tax return process.

Five simple steps from first contact to lodgement.

  1. Step 1

    New Client Authority

    If you're a first time client of Williams Tax & Advisory, please fill out our New Client Authority Form.

  2. Step 2

    We contact you

    Once the New Client Authority is submitted, one of our staff will be in contact with you within 24 hours.

  3. Step 3

    Your completed return

    Your return will be completed and sent to you for electronic signing. Create a login to your private portal to securely review your return, then sign and submit it back to us.

  4. Step 4

    Receive your invoice

    You will receive an invoice via email for the amount due. This must be paid prior to lodgement.

  5. Step 5

    Complete!

    Once payment is confirmed, your return will be lodged with the ATO. Standard ATO processing is 14 days but usually much quicker!

Checklist, forms & links

Please review our checklist to ensure you provide all necessary information to us.

Income tax return checklistTax Practitioners Board – Fact sheetTax Practitioners Board – Public register searchTax Practitioners Board – ComplaintsNew Client Authority form