Questions firms ask us
Short answers to what accounting and financial planning firms ask before sending us work. Can't see your question? Call 1300 707 325.
Questions and answers
Who do you work for?
Only Australian accounting firms, tax agents and financial planning firms. We don't take work from businesses, individuals or trustees directly.
What work can we send you?
Financial statements and tax returns for sole traders, partnerships, trusts, companies and individuals; BAS and annual GST reconciliations; FBT returns; depreciation schedules and asset registers; and bookkeeping, including payables, receivables, BAS and IAS, and payroll. See our services.
What does it cost?
Business returns are $450 for registered tax agents and $650 for other firms. Individual returns are $75 and $150. All before GST. Bookkeeping is quoted on volume, and a full practice gets special pricing. See our prices.
Do we need to be a registered tax agent?
No. If you are, you lodge the returns yourself. If you aren't, we lodge them under our tax agent number, 24702003.
Can we send only some of our work?
Yes. Send us the jobs you want to hand over, from a few returns to the work of your whole practice.
Will you contact our clients?
No. Every question comes to you, and the finished work goes back to you to sign off under your firm's name. We never offer your clients our services.
How do we send records, and are they safe?
Through our client portal at my.dhan.com, not by email. We keep your clients' records confidential and handle tax file numbers under the rules for registered tax agents. Our privacy policy explains more.
Do we need to tell our clients we outsource?
Yes. Under the Tax Practitioners Board's Code of Professional Conduct, a tax agent may share a client's information with a third party only with the client's permission, unless the law requires it. Most firms cover this in their engagement letter. See the TPB's guidance on confidentiality (another site).
Which software do you use?
We work in your clients' own software: Xero, MYOB, QuickBooks Online and Reckon. Using something else? Ask us.
How do we talk to the people doing the work?
By email or phone, during our hours: Monday to Friday, 9 am to 5 pm Queensland time. Questions about a job come back to you in one list.
What if we decide to stop outsourcing?
Tell us. The engagement letter we agree with you sets out how the work ends.
How do we start?
Ask for a quote or call 1300 707 325. We reply within one working day.
Still have a question? Ask us.
A few lines about your firm are enough. We reply within one working day.