Company Tax Returns

Company, Partnership & Trust Tax Returns

Bronze
Silver
Gold
Platinum

Income Tax Return

What do we deliver to you?

• Income Tax Return

• Special Purpose Financial Statements

• Reconciled Balance Sheet

• Reconciled Profit & Loss

• Year-end minutes

• Reconciliation of BAS to Profit & Loss meet the compliance

What do we need from you?

• Full access to your accounting records

• Structure diagram (if multiple entities)

• The trust deed (if applicable)

• Partnership agreement (if applicable)

• Division 7A agreements (if applicable)

• Prior year income tax returns

How do we work?

• We agree on requirements and propose a fee

• You agree to proceed

• We get access to your systems

• We get started

• Turnaround is 2-3 weeks depending on queries

Ongoing management of your tax affairs with the ATO

• Payment plan arrangement

• Lodgement extension

• Debts and interest charge waiver with ATO

• Ad hoc support

Financial Statements Only

(with note disclosures)

What do we deliver to you?

• Special Purpose Financial Statements

• Reconciled Balance Sheet

• Reconciled Profit & Loss

What do we need from you?

• Full access to your accounting records

• Structure diagram (if multiple entities)

Management Report Preparation

(no note disclosures)

What do we deliver to you?

• Management Reports

• Reconciled Balance Sheet

• Reconciled Profit & Loss

What do we need from you?

• Full access to your accounting records

• Structure diagram (if multiple entities)

Tax Planning Session

What do we deliver to you?

These sessions are designed to give you peace of mind you are set up in a tax-effective manner. The nature of these discussions really depends on your individual situation but here is a guide for a list of the topics we can assist with you with:

• Reviewing or setting-up your structure giving careful consideration to the tax implications

• What to be aware of when it comes to FBT

• Salary sacrificed package

• Novated leases

• Termination payment advice

• Work cover insurance issue

Prices from (ex GST)

$1,500

$1,700

$1,900

$2,500