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Is this for an individual or business?
Individual
Business
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What do you need help with?
Tax return
Self managed super
Other (please specify)
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How complex is your tax return?
Simple (single income with limited deductions)
Moderate (multiple incomes with many deductions)
Complex (includes shares, capital gains, rental income, or trusts)
Other (please specify)
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What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
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Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
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Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
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Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
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Next
What is your annual income before tax?
Between $0 - $45,000
Between $45,001 - $135,000
Between $135,001 - $190,000
$190,000+
I'm not sure
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Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
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Next
Do you have any of the following assets?
Self managed super
Stock portfolio
Investment property
Trust
None
Other (please specify)
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Next
What is your annual income before tax?
Between $0 - $45,000
Between $45,001 - $135,000
Between $135,001 - $190,000
$190,000+
I'm not sure
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
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Next
What structure is your business?
Soletrader
Partnership
Company
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What services do you require?
Bookkeeping
BAS lodgements
Payroll
Tax return
Accounts payable / receivable
Business advisory
Other (please specify)
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What structure is your business?
Soletrader
Partnership
Company
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What is your estimated yearly turnover?
Less than $75,000
$75,000 - $500,000
$500,000 - $3,000,000
$3,000,000+
I'm not sure
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Next
What is your estimated yearly turnover?
Less than $75,000
$75,000 - $500,000
$500,000 - $3,000,000
$3,000,000+
I'm not sure
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Next
What is your estimated yearly turnover?
Less than $75,000
$75,000 - $500,000
$500,000 - $3,000,000
$3,000,000+
I'm not sure
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Next
How often do you need accounting assistance?
Once off
Yearly
Quarterly
Monthly
I'm not sure yet
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Next
How often do you need accounting assistance?
Once off
Yearly
Quarterly
Monthly
I'm not sure yet
Back
Next
How often do you need accounting assistance?
Once off
Yearly
Quarterly
Monthly
I'm not sure yet
Back
Next
How often do you need accounting assistance?
Once off
Yearly
Quarterly
Monthly
I'm not sure yet
Back
Next
How often do you need accounting assistance?
Once off
Yearly
Quarterly
Monthly
I'm not sure yet
Back
Next
How often do you need accounting assistance?
Once off
Yearly
Quarterly
Monthly
I'm not sure yet
Back
Next
How often do you need accounting assistance?
Once off
Yearly
Quarterly
Monthly
I'm not sure yet
Back
Next
How often do you need accounting assistance?
Once off
Yearly
Quarterly
Monthly
I'm not sure yet
Back
Next
How often do you need accounting assistance?
Once off
Yearly
Quarterly
Monthly
I'm not sure yet
Back
Next
How often do you need accounting assistance?
Once off
Yearly
Quarterly
Monthly
I'm not sure yet
Back
Next
How often do you need accounting assistance?
Once off
Yearly
Quarterly
Monthly
I'm not sure yet
Back
Next
How often do you need accounting assistance?
Once off
Yearly
Quarterly
Monthly
I'm not sure yet
Back
Next
How often do you need accounting assistance?
Once off
Yearly
Quarterly
Monthly
I'm not sure yet
Back
Next
How often do you need accounting assistance?
Once off
Yearly
Quarterly
Monthly
I'm not sure yet
Back
Next
How often do you need accounting assistance?
Once off
Yearly
Quarterly
Monthly
I'm not sure yet
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
Next
Do you use any accounting software?
Xero
MYOB
Excel / Spreadsheet
I don't use any software
Other (please specify)
Back
Next
What type of consultation do you prefer?
Online / virtual
In person
I'm fine with either
Back
Next
How many employees does the business have?
No employees
1-10 employees
11-40 employees
40+ employees
Back
