How it works

What actually happens after you fill in the form.

Six steps. You can stop at any one of them and owe nothing.

Untax is a marketing and referral service. We find the people. An independent registered tax agent does the review, on their own terms, with your authority.

You tell us about your return

Which income years you have lodged, the work you do and the kinds of expenses you had. No documents and no payment details.

We refer you to a registered tax agent

We pass your details to an independent registered tax agent in the Untax network. They contact you, confirm who they are and their registration and set out their terms.

You give the agent authority

Before looking at your ATO record, the agent needs your authority. You sign their engagement terms, which set out the fee and how it is calculated.

The return is reviewed

The agent works through your lodged return and asks you about anything that looks incomplete. This is where most of the questions land.

You get the finding, in writing

Either the return looks right and that is the end of it at no cost, or there is an amendment worth lodging, with the expected position and the exact fee written down.

With your approval, it is lodged

The agent lodges the amendment with the ATO. The ATO makes the final decision on any additional refund and pays it to you.

You pay nothing unless you receive an additional refund.

The review is free. There is no charge for the review itself, whatever it finds.

A fee applies only where an amendment is lodged and results in an additional refund, that is, money over and above what you already received when you lodged. The fee depends on the work involved. The tax agent quotes it in writing in their engagement terms before you sign anything, so you know the exact amount before you decide.

If the amendment does not result in an additional refund, there is no fee. If the review finds nothing worth amending, there is no fee.

We will never ask for a payment before a result. If anyone contacting you about an Untax review asks for an upfront payment, stop and email us at info@untax.com.au.

Have this handy

The income years you want looked at.
Your occupation and whether you changed jobs or had more than one employer.
Whether you worked from home and roughly how much.
Whether you used your own car or tools for work.
Any receipts or records you still have. Missing records do not automatically rule a claim out.