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An accounting practice in Australia has two seasons on the phone: tax time after 30 June and the rest of the year. A good greeting changes with them, and sends BAS and business clients somewhere other than the queue for individual returns.
Busy season, tax return bookings on 1, business and BAS on 2.
Thanks for calling Brolga Tax and Accounting. It's tax time, so our lines are busier than usual. To book an appointment for your tax return, press one. For business clients and BAS enquiries, press two. For anything else, please hold, and the next available accountant will take your call.
Individuals who lodge their own return are generally due by 31 October. The ATO notes that people using a registered tax agent need to engage the agent before that date. Expect a rush of new clients in October, and say on the phone how they can get onto your list.
Clients on a registered agent’s list can have later due dates under the ATO’s lodgment program. Callers often ask whether they are “still in time”. A short on-hold message can tell them to leave their details and that you will confirm their date.
Thanks for calling [practice name]. To book your tax return appointment, press one. For business clients, BAS and payroll, press two. For an existing appointment, press three.
If you'd like us to lodge your tax return and you're not yet a client, please leave your name, number and email after the tone. We'll call you back to add you to our client list.
While you wait: please have your income statement, receipts for deductions and your myGov login handy. It makes your appointment quicker.
You've reached the front desk of [practice name], open Monday to Friday, [08:30] to [17:00]. Leave a message with your name and the nature of your enquiry, and one of our team will call you back.
Our [practice name] office takes its summer break from [date] and reopens on [date]. For urgent BAS matters, email [email address]. We wish you a relaxing break.
Some clients spell it out, others say it as a word. Try both in the preview and keep the one your clients use.
Record a tax-time greeting and an off-season one. Switch in early July and again in November.
Ask callers for name, number and the topic. Tax file numbers do not belong on a message.
Keep dates general on the phone. Due dates depend on each client’s situation, and the ATO publishes them. Your team confirms the date in the call back.
Most business phone systems let you schedule greetings. Otherwise, set a reminder for 1 July and upload the tax-time version that day.
Free preview, no subscription. €19 per finished greeting.
