FAQ
Frequently Asked Questions
Short answers about how OziDesktop works with your business. Where another page has more detail, the answer links to it.
Getting started
How do we get started with OziDesktop?
Book a free discovery call and tell us about your business and where you need help. We then review your records and agree a scope with you.
Read more: Talk to OziDesktopWhat happens on the discovery call?
It is a free call to discuss your business and what support you need. We find out how the business runs and what you lodge at the moment.
Read more: Talk to OziDesktopHow do we find out what your fees will be?
Ask us on the discovery call. It is a good time to ask what is included in the fee, what is charged separately and how you will be billed.
Read more: How to Choose a Business AccountantSwitching accountants
Can you take over from our existing accountant?
We start by learning how your business is structured and what was lodged before. Then we review your records and bring anything outstanding up to date.
Read more: Accounting for Established & Growing BusinessesWhat do you need from us to make the switch?
Your prior-year tax returns and financial statements, access to your accounting software, details of your entity structure, payroll and super records, and any letters from the ATO or ASIC.
Read more: Company, Trust & Partnership Tax ReturnsWorking with us
Do you work with businesses outside Melbourne?
Yes. We are based in Camberwell, Melbourne, and we work remotely with businesses across Australia.
Read more: About OziDesktopWhere is your office?
Our office is at Suite 246, Waterman Camberwell, Tenancy 111, 793 Burke Road, Camberwell VIC 3124. It is open Mon-Fri 9am-6pm.
Read more: Talk to OziDesktopWho will we deal with?
Our team is Maple Ip, the founder and a Chartered Accountant, and our senior accountants Kenneth Ng and Susie Su.
Read more: About OziDesktopHow can we check your tax agent registration?
OziDesktop is a registered tax agent with the Tax Practitioners Board. Ask us for our registration details and check them the same way you would for any accountant. Our guide to choosing an accountant shows how to search the register.
Read more: How to Choose a Business AccountantServices and software
Can we use just one of your services?
Bookkeeping is a separate service, so you can keep your own books while we prepare and lodge your BAS or your tax return.
Read more: Company, Trust & Partnership Tax ReturnsCan one team look after our books, BAS and tax return?
Yes. Your books, payroll, BAS and tax return can all sit with us, and the people who keep your books also prepare your BAS from them.
Read more: Accounting for Established & Growing BusinessesCan you help us set up Xero?
Yes. As a Xero Gold Partner we can help set up a new Xero file or tidy an old one. If you use MYOB or QuickBooks, you can stay with it, because we work in both.
Read more: Bookkeeping & Payroll for BusinessesIs there a checklist of the records to gather?
Our resources page has checklists for business tax records, trust audit documents and management reporting.
Read more: Business Accounting ResourcesTalk to an accountant about your business
- Fixed fees, agreed upfront
- We contact your old accountant
- Free discovery call