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CA Portal – Online Tax Information Questionnaires

CA Portal is a tool for sending your Annual Tax Information Questionnaires to your accountant via the internet. Because the data is uploaded to your accountant electronically via this secure web service, it saves you and your accountant time and money. It also makes your annual accounting faster to process.

In three simple steps you complete your Annual Tax Questionnaires and send through your books to your accountant who can then process your financial statements for you. Questions are answered online, and files can be uploaded seamlessly.

For each of your entities you:

CA Portal works with any accounting program including:

Xero
MYOB
QuickBooks
Excel

CLIENT LOGIN CLICK HERE
ACCOUNTANT LOGIN CLICK HERE

For more information or if you would like someone to help you, please contact us here, or call us on +64 9 522 7955 and ask for our CA Portal team.

Testimonials

Just wanted to pass on how incredibly impressed I was with Quade Fraser, I have some complicated aspects to my personal situation and was looking at the a purchase of a property while needing to consider multiple individuals, a company and with my contracting and GST considerations.
I asked the consultant multiple questions over our meeting and he was able to calmly and articulately answer everything and give me cause to think about a whole lot of areas I would not have even thought of including; bright line, GST, mixed-use assets, trust structures (considering children beneficiaries), utilising a company structure etc. The bottom line is, I have a much better idea on what we need to do to structure my affairs in the most beneficial way for my family over the long-term.
Very knowledgeable, professional and with a great manner too. I got a huge amount of value out of the meeting.

- Kate, June 2023

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