Free tax review

Questions

The things people ask before they start.

Straight answers, including to the awkward ones.

If your question is not here, ask us directly. A person answers.

I have already lodged my tax return. Can I still claim money I missed?

Often, yes. A lodged return can be amended within the ATO's time limits: generally two years from the date your notice of assessment issued for individuals and four years for sole traders and small business from the 2024-25 income year. If a deduction or offset was missed, a registered tax agent can lodge an amendment and the ATO pays any additional refund directly to you. The review that finds out is free.

Is this a scam?

It is a fair question in a category that sounds like free money. Amending a lodged tax return is an ordinary, legislated process that any registered tax agent can do. What Untax does is find people who did not know it was an option and connect them with an agent. The agent's registration is disclosed to you and is public, so you can verify it on the Tax Practitioners Board register before you hand over anything.

Is the review really free?

Yes. The review costs nothing, whatever it finds. A fee applies only if an amendment is lodged and you receive an additional refund, meaning money over and above the refund you already got.

What is the fee?

It depends on the work involved. The tax agent quotes their fee in writing before you agree to anything and it is only payable where an amendment is lodged and you receive an additional refund. Nothing is charged before then.

Who actually does the work?

An independent registered tax agent in the Untax network. Untax is a marketing and referral service. We are not a tax agent and we do not provide tax advice. The agent you are referred to depends on where you are and what your return needs and they disclose their registration to you directly.

Will this trigger an audit?

Requesting an amendment is a standard process and is not in itself a red flag. Any claim has to be correct and substantiated, which is exactly why a registered agent reviews it and asks you for evidence rather than simply lodging a bigger number.

My accountant did my return. Is this saying they got it wrong?

No. An agent prepares a return from the information you give them and most people do not know what to mention. A second look sometimes surfaces things that were never raised the first time.

How far back can you go?

Individuals generally have two years from the date the notice of assessment issues. Sole traders and small business have four years from the 2024-25 income year. Time limits depend on your circumstances and the agent will confirm where your return sits.

Do I have to give you my tax file number?

Not to Untax. Do not put a TFN in our enquiry form. The tax agent will collect what they need, under their own privacy and TFN obligations, once you have engaged them.

What happens to my information?

We collect the details you give us so we can contact you and refer you to a registered tax agent and we handle them under the Australian Privacy Principles. The detail is in our Privacy Policy. You can ask us to delete your details at any time.

What if the review finds nothing?

Then your return was right, you pay nothing and you can stop thinking about it.

Can I stop part way through?

Yes, at any point up until you approve a lodgement. Tell us or the agent and it stops there, at no cost.

*No additional refund, no fee. Refunds are not guaranteed.