0411 124 113

Fee From Refund

Nothing to pay on the day. Your fees come out of your refund.

Getting a refund? Have our fees taken out of it instead of paying on the day. Fees and conditions apply.

How it works

  1. We prepare your return

    At your appointment we prepare your tax return and give you an estimate of your refund and our fees.

  2. You sign the authority

    If you'd like to pay from your refund, you sign our Fee From Refund authority and give us the bank account you'd like your refund paid into.

  3. The ATO pays your refund to us

    Your refund is paid by the ATO into That Tax Place's trust account instead of straight to you.

  4. We pay you the balance

    We take out the agreed fees and pay the rest of your refund electronically into your nominated bank account.

Fees

Tax return preparation feeAs quoted at your appointment
Fee From Refund processing fee$49.50 inc. GST

Both are deducted from your refund. Refund amounts are estimates until the ATO issues your assessment, and how quickly your refund arrives depends on the ATO.

Who can use it

  • You're expecting a refund big enough to cover the fees.
  • You don't owe anything to the ATO, Child Support, Centrelink or for Family Tax Benefit. These debts can be taken out of your refund before it reaches us.
  • You're the account holder (or an authorised signatory) of the bank account you nominate.

What you agree to

  • Correct details. You're responsible for giving us correct information. Incorrect details, such as a wrong bank account, can delay your refund.
  • If the ATO pays you directly. If your refund changes, or the ATO pays it to you by mistake, you'll pay our fees directly within 7 days of receiving the refund or being notified.
  • If you're overpaid. If you receive more than you're owed, whether by our error, the ATO's, or your own, you'll pay back the difference within 7 days.
  • Unpaid amounts. If an amount isn't repaid within 7 days, you authorise us to collect it from your nominated bank account, and reasonable collection costs may be added.
  • Keeping the authority in place. You agree not to cancel the authority until anything you owe us has been paid in full.
  • Privacy. Your Tax File Number may be used to reconcile and audit the payment of your fees, and may be shared with third parties who process or audit those payments for us. It isn't used for anything else.

This page is a plain-English summary. The signed Fee From Refund authority you complete at your appointment is the agreement itself, and our terms and privacy policy also apply.

Questions? Call us on 0411 124 113 or ask at your appointment.