Tax statements and accounting records ready for review

Merrylands accounting service

ATO correspondence and audit support

If you have received correspondence from the ATO, bring it to the office so the matter can be reviewed and the next step can be explained.

Best starting point

Help understanding ATO letters, information requests, review processes, and the documents needed for a response.

Office

Suite 2, Level 1, 204 Merrylands Road

Before appointment

The ATO letter or notice

Overview

A practical pathway for the work

Help understanding ATO letters, information requests, review processes, and the documents needed for a response.

Reviewing ATO letters

Checking deadlines and requested information

Preparing supporting documents

Explaining response options

Tax forms, a calculator, and paperwork arranged for review
Local appointments are handled through the Merrylands office so document checks, lodgement questions, and next steps stay clear.

Service components

What this service can include

Ask what applies

Reviewing ATO letters

Reviewed against your records, deadlines, and the obligations that apply to your circumstances.

Checking deadlines and requested information

Reviewed against your records, deadlines, and the obligations that apply to your circumstances.

Preparing supporting documents

Reviewed against your records, deadlines, and the obligations that apply to your circumstances.

Explaining response options

Reviewed against your records, deadlines, and the obligations that apply to your circumstances.

Audit or review support after the ATO matter is checked

Reviewed against your records, deadlines, and the obligations that apply to your circumstances.

Record organisation for ATO queries

Reviewed against your records, deadlines, and the obligations that apply to your circumstances.

Appointment flow

From first enquiry to next action

The office confirms the right records, reviews what has been supplied, and explains what needs to happen before lodgement or advice is finalised.

Contact the office

Call or send an enquiry with the type of tax or accounting support you need.

Bring the right documents

The office can confirm what to bring before your appointment.

Review and prepare

Your records and questions are reviewed by an onshore team before the next step is explained.

Lodge or act

The accountant confirms what is lodged, what remains outstanding, and any future deadlines.

Prepare

Documents and details to have ready

01

The ATO letter or notice

02

Relevant tax returns or BAS records

03

Receipts, invoices, and bank records requested

04

Prior accountant details, if applicable

05

Any previous responses or portal messages

Tax statements and accounting records ready for review

Important note

Before you rely on the next step

ATO letters can be time sensitive. Contact the office early so deadlines can be checked.

Confirm your next step

Benefits of working with us

Local support, structured around your records

Professionalism and integrity

Accounting and taxation work is handled with a focus on accuracy, communication, and responsible advice.

Personalised client service

The practice builds long-term relationships so advice can reflect each client's records, obligations, and goals.

Onshore Australian support

Client work is completed onshore in Australia, with hands-on attention from the local team.

Proactive financial guidance

Advice is designed to help clients stay organised, prepare for deadlines, and make informed decisions.

Related services

Other ways the office can help

Individual tax returns

Preparation and lodgement support for accurate, compliant individual tax returns, including income, deductions, investment records, and rental property matters where relevant.

View Individual tax returns

Small business accounting

Practical support for sole traders, companies, partnerships, and trusts, including tax returns, financial statements, compliance records, and year-round accounting questions.

View Small business accounting

BAS, GST, and ATO lodgements

Assistance preparing business activity statements and keeping GST, PAYG, and ATO reporting organised across the year.

View BAS, GST, and ATO lodgements

Merrylands office

Ready to discuss your tax or accounting matter?

Send an enquiry or call the office to arrange an appointment. If you are contacting us about a tax return or BAS, include the type of work you need help with and any upcoming deadlines.

Suite 2, Level 1, 204 Merrylands Road, Merrylands NSW 2160

Open Monday to Friday, 9:00 AM – 6:00 PM