ALITAX · Bilal Jivraj — Registered Tax Agent 25287564. Original guidance from 10+ years of DASP and tax casework.
This is the most important chapter in this book. It shows you exactly what we do — every stage, with real screenshots and real documents from an actual (sample) client file. Nothing hidden, nothing vague. Read this and you will know precisely what happens to your money and why our service is different.
Why we show you everything
Most people who leave Australia are in a vulnerable position — far from home, often with limited English, unsure who to trust with their TFN and their savings. So we show you our whole process, our real documents, and our actual fee structure before you commit to anything. All samples below are watermarked test files — no real client data.
1
You fill the form & verify your identity
Free · no obligation
It starts with the free estimate form. Then we verify who you are — this protects you from someone else claiming your money. We ask for two clear photos:
Exactly what we need: Photo 1 — a selfie with your face and passport page both clear in one shot. Photo 2 — the passport page alone, flat and bright with all four corners visible.
This is the first of four verification stages
ID and selfie is stage one. We also match your email and bank details against ATO records, do a video call, and (for clients in Australia) run a name check. See the Cases Solved chapter for how this has stopped impersonation attempts.
2
At ALITAX, we check your ENTIRE history in the ATO portal
This is where the value is
As a registered tax agent, we log in to the ATO tax agent portal and pull your complete record — every employer, every year, every super fund. This is the part no AI tool and no DIY process can do, because it requires registered agent access.
Your full income history from the ATO — every employer, every financial year, income and tax withheld. We use this to check nothing is missing and every return was lodged correctly.Year by year, employer by employer — income and tax withheld, each marked Tax ready. This is how we spot a missing year, an unlodged return, or income you had forgotten.
Alongside your income, we pull your total superannuation balance across every fund and every year:
Your ATO super summary — fund name, USI, account number and balance, year by year. Here: ART Superfund holding $17,518.04.More funds in earlier years — REST Trust ($9,997.02) and Australian Super Trust ($4,130.49). Many people have no idea they have several accounts like this.
Then we reconcile: were you actually paid the right super?
This is the step almost nobody else does. We cross-match your super against your earnings, year by year, to see whether your employer paid what they legally should have.
How the reconciliation works
Example — 2016: you earned $50,000. The super guarantee rate was 9.5%, so your employer should have paid about $4,750. Inside the fund that is reduced by the 15% contributions tax, then adjusted for investment growth, insurance premiums and admin fees.
Example — 2026: the rate is 12%. On $70,000 that is roughly $8,400.
We exclude overtime and apply sensible estimates to get a clear picture. If your balance matches your employment history, we are good to proceed. If it does not, we investigate — that is unpaid super you are owed.
And we check every tax return
We review whether each return was lodged correctly — the right residency, all deductions you were entitled to, the Medicare levy exemption if you qualify, offsets, and whether any years are missing.
If your final return was never lodged
It is vital to sort this out. Note the ATO may deactivate your TFN if you have been out of Australia for a few years with no activity on your account. We can call the ATO, get it reactivated, and lodge your final return properly.
