Etax Local Membership

Etax Local Membership

With Etax Local Membership you can strengthen relationships, increase your value to clients AND increase your revenue.

Our expertise and dedication to customer satisfaction provides your clients with the convenience, quality and care that they deserve.

 

Services available for your clients through your membership with Etax Local include:  

  • Company Tax Returns
  • Small Business Accounting
  • Business Activity Statements (BAS)
  • Partnership, Trust and SMSF Tax Returns
  • Overdue Tax Returns
  • Individual Tax Returns
  • Bookkeeping

How can you provide these essential business services?

For tax return jobs, you can act as the service coordinator while Etax Local handles the tax agent responsibilities – and you earn a generous % of the job fees. As an Etax Local Member, you can use an exclusive cloud accounting system to coordinate jobs for clients – accessible from anywhere, encrypted and secure.

The process:

To start a tax job, you simply collect the required data and information from clients (using our checklists) and then record it using our secure, cloud based processing system. Next, you initiate a new tax job via the online system. The team of accountants and tax agents at Etax Local’s National Support Office can take it from there.

Our accountants put every tax return through our two-tier review process, then lodge electronically with the ATO.

Both you and your clients have full access to the progress of each job at all times and your client can digitally sign documents online.

Please Note:You cannot personally provide tax advice and service directly to any client unless you hold the required tax agent qualifications. For non-tax-agents, Etax Local offers a good, legal solution; our tax agent qualified team delivers tax-specific services and provide the highest-quality tax advice directly to the client, while you share in the fees and continue to handle any other services you choose. 

Members of Etax Local are independent professionals including:

  • Public Practice Accountants (CA, CPA, IPA)
  • Limited Public Practice Certificate Holders
  • Bookkeepers
  • BAS Agents
  • Tax Agents
  • Members of Professional Associations in the Accounting and Finance industries

Etax Local is a registered tax agent and a CPA accounting practice with over 3 decades experience in providing tax and accounting services

Benefits to you as a Member:

  • Offer a broader range of services to clients (incl. tax agent services legally conducted by Etax Local)
  • Strengthen client relationships and significantly increase your value to clients
  • No training needed to raise tax jobs for clients online, simple
  • No buy in costs: Just an up-front fee sharing & payment structure
  • You are protected by a client ownership agreement
  • Add services to increase per-client revenue
  • Fast online registration – raise tax and accounting jobs just 24 hours later

Benefits to your clients:

  • Clients don’t have to shop around for tax and business services – you can provide everything they need
  • Our in-house accountants are some of the most experienced in the country with over three decades of experience in tax and accounting
  • All tax returns are reviewed twice prior to lodgement with the ATO, to ensure accurate returns with the maximum tax refunds
  • Clients AND Members can view their jobs and details at the secure Etax Local portal and respond directly to queries

 

Are You a Tax Agent?

commercial handshake - CopyFor Registered Tax Agents, Etax Local provides the tools, support and review processes to ensure your practice is efficient and well supervised – and ensure your clients receive quality-assured BAS and taxation services.

The ways we work together with Tax Agents is flexible and varied to best suit each agent’s practice.

Your relationship with Etax Local can free you up to concentrate on client relationships and business-building or, if you prefer, take a more hands-on approach and get involved with the details of individual tax jobs. Best of all, you can adjust the balance per-job to suit your priorities and client matters.

CLICK HERE to read what our Members have to say:

Feedback from Etax Local Members:

“Working with Etax Local is very rewarding as I am able to offer a full service to my client base with back office and technical support from head office…it enables me to build rapport with clients whilst growing my business without the overheads, complication and administration associated with running a small business.”

Damien Ware | Accountant and Financial Planner | Herston QLD

“Etax Local takes the worry away from me in that I know that all tax returns they lodge to the ATO are correct and covered by Etax Local’s Professional Indemnity Insurance. I like the business model and flexible fee structure… It is clear the Etax Local team have lots of experience and know what they’re doing.”

Harsha Attanayake | IPA Member & Qualified Accountant | Narre Warren VIC

Read more reviews at our members feedback page.

Give clients more:
Become an Etax Local Member today!

Click the ‘register’ button to start your fast-track registration and get access to complete taxation services for your clients.

Register Now

Alternatively, if you would like to discuss membership in a little more detail, fill in our enquiry form below and our Business Manager will be in touch with you shortly.

Fill out my online form.

Etax Local = more choice, trust and flexibility for financial services professionals like you…

Etax Local complies with the requirements of the Accounting Professional & Ethical Standards Board (APESB) and pass scheduled Quality Audit Reviews.

We operate with ISO9001 certified Quality Control Systems and are a Business Tax Agent backed by 35 years in the accounting industry.

Etax Local is committed to a calm, professional and kind approach to our clients – and our colleagues.