Tax FAQ’s

Client Referral Program Terms and Conditions

  • All Referrals must be new clients to Coull & Prior and will not be classified as referrals if Coull & Prior has been providing taxation or other services within the last 2 years.
  • To be eligible for the referral program, you must be a current Coull & Prior client. That is, you must have utilised our services in the past 12 months.The client referred to Coull & Prior must be a “full paying” client. A “full paying” client is a person or entity that requires the completion and lodgement of an Income Tax Return and is charged no less than the minimum fee for such services as stated on the Coull & Prior Fee Structure Schedule.
  • As per the Coull & Prior Fee Structure Schedule, Couples/Joint appointments with one fee will be considered as 1 (one) referral.
  • New clients must nominate/disclose the referrer at the time of making their appointment.
  • Referring clients will receive $30 off their next tax fee.
  • The referring client will only receive the reward once the referred client has engaged our services and Coull & Prior have received full payment of their fee.
  • In the unlikely event of any disputes please contact cpoffice@coullandprior.com.au
  • Coull & Prior reserves the right to change the Client Referral Program and its Terms and Conditions at any time, and any decision by the company is final.

 

For Individuals

  • My employer has advised me that I will NOT get a Payment Summary this year, is this right?

    Due to the implementation of Single Touch Payroll (STP), payment summaries are not required to be issued and will appear on your annual ATO report which we have access to. Your accountant will double check the details with you at your appointment.

  • Can I have your fee taken from my refund?

    We can deduct the fee from the ATO refund. Our costs in processing incurs an additional fee.

  • Can you prepare multiple years tax 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 years returns and possibly not arriving together.

  • Can I claim any deductions if I have no receipts?

    Under some circumstances receipts are not required, but in order to maximise your tax deductions, we recommend you retain all your work and business related receipts and bring them with you at the time of your return preparation.

  • How long will my refund take?

    Last year the Australian Tax Office (ATO) was able to process almost 90% of returns within 14 working days. We are expecting this year however, that some delays may be encountered due to data matching between the ATO and Centrelink. If your refund has been with the ATO for more than 28 days, contact our office for further assistance.

  • I have received a dividend statement; do I need to declare this as income?

    You need to include dividends and any other interest earned on bank accounts. Don’t forget to include all interest, even if you’ve already closed the bank account. Also if you’ve quoted your tax file number when opening a bank account then you need to declare that interest in your individual tax return, not in a partnership or trust tax return.

  • What paperwork do I (as an individual) need to bring to an appointment?

    Individual clients are required to bring details of their income, work related deductions and other deductions. Download the checklist for your Personal Income Tax Return on our Easy Tax Toolkit page.

  • I received money from the government during the year; do I need to include it in my tax return?

    Some government payments and allowances are included as taxable income, others are not. It’s important that you declare any taxable payments such as age pensions, newstart allowance, youth allowance or austudy in your tax return. A complete list of payments which do not need to be included on your tax return can be determined when you meet with your accountant.

  • What is your fee policy?

    To provide the best possible service for the most reasonable fee. This one time fee gives you: > On the spot service. > Personal attention from a specialist accountant. > Complete industry checklists to search for every legal deduction. > Final checking, recording and lodgement of your return. > Advice about the lodged tax return. Our fees are fully tax deductible in the year paid.

  • Do you guarantee your work?

    Every aspect of a client’s tax return will be held in strict confidence. Every return will be prepared professionally by an accountant and double checked prior to lodgement. Every legitimate deduction or rebate will be claimed. If we make an error that results in additional tax or penalties imposed by the ATO over and above your correct position we will pay that penalty or interest. Throughout the year, clients can discuss with us all matters relating to the prepared tax return.

  • How do I make an appointment?

    Simply call the office on (08) 8447 4433 during business hours. You may book an appointment with your preferred accountant or if you are new to Coull and Prior, we can recommend someone suited to your individual needs.

  • Where is Coull and Prior?

    We are located on the corner of St Vincent Street & Todd Street at 285 St Vincent Street, Port Adelaide.

Secure Client Portal

  • What is the Secure Client Portal?

    This is a secure area created for each and every client who provides us an email address. Documents that contain sensitive information will be uploaded to your area for you to retrieve and access when ever you like.

  • What documents can I access?

    Any documents that we upload to your area including: Notice of Assessments, General ATO mail, Copies of Tax Returns and Financial Statements.

  • What else can the area be used for?

    - We can upload documents for you to sign. - You can upload documents to us including software backups and bank statements.

  • How do I get set up?

    We set you up with your valid email address. Once this is done, you will receive an email with login details and a temporary password. The first time you log in, you will be prompted to change your password.

  • What if I forget my password?

    No problem, click on the 'forgotten password' link and a temporary one will be emailed to you. When you log in, you will be prompted to change your password.

  • How do I access my secure area?

    Select the "Client Portal" button from our homepage. Your 'username' is your nominated email address.

For Partnerships, Sole Traders, Trusts and Incorporated bodies

  • Who is my contact point?

    It is important that we are accessible to our clients. To ensure this we offer several points of contact - you can call or email your accountant directly. To check on the progress of your work or confirm lodgement contact our support team who can attend to your needs.

  • How do Coull & Prior manage the work?

    Your work will be assigned to a specific accountant who will manage your assignment. Feel free to contact them any time should you have any queries or questions. They are only too willing to help you.

  • What do Coull & Prior charge?

    After an initial consultation to determine the breadth of your work requirements we will send you a letter of engagement. This will detail the scope of the work and related costs. For work to proceed you will need to sign and return the letter of engagement.

  • Do Coull & Prior charge for initial interviews?

    If the interview is to assess your needs and determine the scope of the work required then there is no individual charge. If the interview is primarily for advice then we will invoice you accordingly.

  • What is Coull & Prior’s invoicing policy?

    Our credit terms for account holders are 14 days. After this time, a late penalty of $15 will be applied for each month. Should you have any difficulty meeting these terms please contact our support team.

  • How do I pay my Invoice?

    We offer several methods of payment such as the convenience of cash, cheque, direct bank transfer, Visa, Mastercard and EFTPOS. If making payment by bank transfer, please make sure to quote either your name or invoice number.
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285 St Vincent Street Port Adelaide

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Trading Hours

Monday to Friday
9am - 5pm
(Extended times through tax season)

Postal Address

P.O. Box 553 PORT ADELAIDE SA 5015

How can we help?

Contact us on email:
cpoffice@coullandprior.com.au

Telephone: 8447 4433

  • Privacy Statement

At Coull & Prior , information is the cornerstone of our ability to provide superior service and our most important asset is your trust. The Privacy Act 1988 regulates the way Coull & Prior uses personal information provided about you. Personal Information includes any information from which you can be reasonably identified. This statement explains your privacy rights and our rights and obligations in relation to your personal information. Should you have any queries with regards to this policy, you may contact Coull and Prior Email:cpoffice@coullandprior.com.au

  • Limited Liability

Liability limited by a scheme approved under Professional Standards Legislation

  • Appendix – Client rights and obligations under taxation laws

You can view/download the benefits of safe harbour protection and information about your rights and obligations under the taxation laws in this document

285 St Vincent St Port Adelaide
Copyright Coull & Prior 2014