FAQs

Easily find answers to the most commonly asked tax and accounting questions we often get asked. Alternatively, contact our team at Nowra, Sanctuary Point or Sussex Inlet for assistance.

1. COVID-19

To keep our clients, staff, and community safe, please comply with the following guidelines.

If you’re experiencing any flu-like symptoms, a high temperature, or you’ve been in close contact with a confirmed COVID-19 case, please refrain from attending the office. We’re more than happy to arrange a phone appointment instead.

When in the office, please maintain a 1.5 metre distance between yourself and others. Thank you for helping to keep everyone safe and healthy!

2. Tax Appointments

Yes, we are offering face to face appointments. If you are feeling unwell or experiencing flu like symptoms please do not attend the office. We can offer you a phone appointment as an alternative.

Contact our Nowra office on 4421 6500, Sanctuary Point office on 4443 9970 or Sussex Inlet office on 4441 3733 to schedule a suitable time.

Yes, we offer phone appointments. Contact our Nowra office on 4421 6500, Sanctuary Point office on 4443 9970 or Sussex Inlet office on 4441 3733 to schedule a suitable time.

An accountant will call you approx. 5-10 mins after your scheduled appointment to conduct the tax interview. Upon completion, an admin team member will contact you via email or phone to arrange payment and signature for your taxation return.

If you are a new client please download a New Client Information form (located in ‘#4. Resources’ section below) and provide your Tax File Number and Photo ID.

Unfortunately, we do not have the facility to take our fee out of your refund. Payment of fee(s) will need to be made before tax return(s) can be lodged with the Australian Taxation Office.

Providing your employer has supplied your income details to the ATO we will able to access your income statement.

Once a return is lodged with the ATO it can take up to 28 days to process. On average, the turnaround is approx. 1.5 – 2 weeks.

Upon completion of the ATO processing your return, you will be issued with a Notice of Assessment via your MyGov account. If you do not have a MyGov account we will issue you a copy via your online portal, email or post.

3. Client Portal

The client portal is a way of sharing documents (tax receipts, statements etc) and approving tasks (eg tax returns, quarterly BAS etc.) between Bosco and our clients in a secure environment.

  • We will create a MYOB client portal for you (if you don’t already have one setup) using your contact email address currently on file. (NB, the client portal requires a unique email address for each client.)
  • An email will be sent inviting you to ‘Sign Up’. It is important to remember your login details for future reference.
  • Upon signing up and logging into your client portal, you will be able to review tasks (taxation returns, BAS etc) assigned to you.
  • To digitally sign a document, firstly open the task, open and read the attached document (which will be provided in a PDF format) and close the document. Once a document is reviewed, the next step is to either “Approve” or “Reject” the task. Once “Approved” the document is marked as digitally signed.

If you are having problems signing in to your online portal, check that your email address (that you signed up with) matches the email address used to create your portal.

If you have forgotten your password click on the ‘Forgotten Password’ link to reset your password.

  1. Go to your ‘Open Tasks
  2. Open the PDF to review, then close.
  3. Once you are happy to approve the task/PDF click the ‘Approve’ button.
  1. Go to your ‘Open Tasks
  2. Open the PDF to review, then close.
  3. If you wish to reject the task/PDF click the ‘Reject’ button.
  4. Add a comment to explain reason.
  1. Take a photo of the document you wish to upload to your portal with your smartphone/tablet.
  2. Click on the + icon within your portal.
  3. Navigate to the document in your camera roll
  4. Click upload.

4. Resources

If you are a new client, please download and complete the New Client Information form and return to our office (along with your photo ID) before your scheduled appointment.

Alternatively please attend your appointment 10-15mins early, and ensure you bring along your TFN (Tax File Number) and Photo ID to allow enough time for our admin team to setup and prepare for your appointment.

To help prepare for your upcoming tax appointment we have compiled a checklist of income received and claimable deductions. Download the Tax Checklist here to bring along to your appointment.

If you own a property (or multiple properties) that you receive income from throughout the financial year, this handy Rental Property Worksheet checklist will help you prepare for your upcoming tax appointment.

Download the Rental Property Worksheet, detail your income and expenses and bring along to your appointment.

Record Keeping And Employee Payslips

Client Portal

Review and approve your tax and accounting documents in a secure way - quick and easily!

HOW CAN WE HELP YOU?

Got a tax question or need assistance with your online portal? We are here to help.