FROM QUESTIONS TO CLARITY
A review you can follow.
Start with the year. Gather the evidence. Understand the outcome.
STEP 01
Check the fit
Start with residency, assessment basis and income sources. Complex cases go to specialist review instead of receiving a misleading estimate.
STEP 02
Reconcile your figures
Compare annual income and tax withheld with year-specific rules. Account for credits already claimed and refunds already received.
STEP 03
Confirm the evidence
Review qualifying costs, reimbursements and supporting documents. Uncertain extraction fields require human checking.
STEP 04
Review and authorise
The customer checks the final information. Filing requires complete evidence and a valid authorisation. No personal Revenue passwords are collected.
STEP 05
Track the final outcome
Record the Statement of Liability and reconcile the amount Revenue determines. A refund, zero balance or underpayment is shown clearly.