💰 Referral Credit Reward Program💰

Welcome to our Referral Credit Reward Program 💰

AY Tax and Financial is excited to introduce this program for our valued and loyal clients. This program is ongoing and available to all clients.

Referral Credit Reward ("RCR")

The RCR structured as follows:

Number of New Referrals	RCR Amount (in accumulation)
First (1st)	$10
Second (2nd)	$20
Third (3rd)	$40
From the fourth (4th) for each new referral	$20

How to be eligible in participating:

1. You (the "Referrer") must introduce a 'new client' to AY Tax and Financial who successfully engaged as new client for AY Tax and Financial in the current financial year;

2. The new client must enter your referral code during completing the New Client Tax Form;

3. You must follow the Facebook page; and

4. You must follow the Facebook page and giving a review on both the Facebook page and Google page, by providing us the screenshot of your action.

   
   

Referral Code

Here is the steps to obtain your referral code:

1. Your referee (new client) must complete the New Client Form;

   

   
   

2. On the form:

• Under “How did you hear about us?”

• Select “Word of Mouth (Friend)” 

• Enter your referral code, which is your three (3) letter of your last name + last four (4) digits of your TFN, for example:

  Referral details:

  Aldo Yunus – TFN 888 88 8988

  Code:

  YUN8988

3. Below is the method to share your referral code link to the referee/new client:

• You can click the link here: https://wkf.ms/3FYxf4V

• Follow steps number 1 and 2

• Go to the bottom page and find "Save as Draft"

• Click on "Save as Draft", which will generate you a link to copy. Click on the "Copy link", and share that with your referee. The link could be used unlimitedly.

Definition

New Client / Referee: A person who has never previously engaged AY Taxmax or AY Tax and Financial.

New Client Form: An engagement form between potential client and AY Tax and Financial.

Reset date: every 30th June on each financial year.

Successfully engaged as a new client: A new client/referee who has paid for our services for preparing and lodging tax return.

The referee: The person who is being referred.

The referrer: The person who making the referral.

Frequently Asked Questions ("FAQ")

Q: I referred friends during FY2026 (1 July 2025 – 30 June 2026) but haven’t received any reward. Will I still receive it?

A: Yes, you will receive your RCR once your referral becomes a successfully engaged as a client/referee. Hence, the reward will be applied as a credit toward your accounting fees in the following financial year.

Please note that we do not make any exemption for cash reward.

Scenario:

If you refer two (2) successfully engaged as a client/referee during FY2026, you will receive a total reward of $30 (as per table above). This will be applied as a credit toward your accounting fees in the following financial year (i.e. FY2027).

Please note if you do not engage our services in the following financial year, you total reward (RCR) will be forfeited.

Q: When will I be paid for the RCR?

A: Your RCR will be applied as a credit balance when you complete your tax return in the following financial year (as per the scenario above). The credit system helps us accurately track referrals during the current financial year (i.e. from July to June) based on the forms submitted by your successful referee/client. Hence, your RCR count will continue to accumulate up to the reset date (i.e. 30 June).

Q: What happens if I do not engage AY Tax and Financial's service in the following year but engage two (2) years to lodge the last two (2) years of my tax return that has been overdue?

A: We will retain the RCR amount as a credit balance on your account if you continue to engage us to prepare your overdue tax returns from the last financial year you engaged us. However, if there is a gap financial year where you lodged your tax return through another accountant/tax agent, or lodged it yourself, the RCR will be forfeited.

Scenario:

If you have a $30 RCR credit balance from FY2026, we will retain the amount as a credit balance on your account until you engage us to prepare your FY2027 tax return, regardless of whether you choose to lodge it in the next year, two years, or three years later. The focus is on the applicable financial year of the tax return (i.e. FY2027 tax return), not the date of engagement. However, if there is a gap financial year where you lodge your FY2027 tax return through another accountant/tax agent, or lodge it yourself, the RCR will be forfeited.

Please contact us through our WhatsApp (click here) if you have any questions.

Thank you for your loyalty and continue support in our business!

We won't be able to grow our business without your participation and continuous trust you have in us.

Happy networking...