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Signing your documents
How to Sign the Tax Return We Sent You
ALITAX · Bilal Jivraj — Registered Tax Agent 25287564. Original guidance from 10+ years of DASP and tax casework.
Once we have prepared your tax return and your super application, we send them to you for signature through Adobe Acrobat Sign. It takes a few minutes, and you can do it on a phone or a computer.
▶️ Watch the full walkthrough — how to review and sign your ALITAX document, step by step.
How to review and sign your ALITAX document
1
Open the email
Open the Adobe Acrobat Sign email sent on behalf of ALITAX and click “Review and sign”.
2
Click “Continue”
Read the notice at the bottom of the screen, then click “Continue” to access the document.
3
Review your details
Check your name, refund amount, ALITAX fees, net refund and any superannuation amounts shown. Read through the document before signing.
4
Enter your bank details
In the “Refund Transfer Request from Trust Account” section, select Overseas Bank Account or Australian Bank Account, then complete the relevant fields using your own bank details.
For an overseas account, include your account holder name, bank name, branch, account number and SWIFT code, IBAN or IFSC number where applicable.
For an overseas account, include your account holder name, bank name, branch, account number and SWIFT code, IBAN or IFSC number where applicable.
5
Add your signature
Follow the “Next” prompts to the signature fields. Click the signature field, type your name to create your signature, then click “Apply”.
6
Complete the remaining fields
Continue through the document, reviewing each section and completing all required signature and date fields.
7
Submit the signed document
Once all required fields are complete, click the blue “Click to Sign” button at the bottom of the screen.
8
Check the confirmation
Wait for the message “You’ve signed successfully.” You can then download a copy for your records.
Check your bank details twice
The bank details you enter here are where your refund will be sent. A wrong digit in an account number, SWIFT, IBAN or IFSC can delay your money by weeks, or send it back. At ALITAX we check what you enter, but please read it back to yourself before you sign — it is far easier to fix before submission than after.
The account must be in your own name
We can only transfer your refund to an account held in your name. Funds and banks reject third-party accounts, and as a registered tax agent we will not send your money anywhere else.
Something not working?
If the email has not arrived, check your spam folder first — it comes from Adobe Acrobat Sign on behalf of ALITAX. If the link has expired, or a field will not accept your details, message us and we will reissue it. WhatsApp +61 422 665 268 or email dasphelp@alitax.com.au.
You can also view this guide any time at alitax.com.au/how-to-sign.
Once you have signed, both you and ALITAX keep a copy, and your claim moves to lodgement. You can follow the progress in your client portal.