Tax returns, BAS and year-end financials, prepared for your review.
Available to accounting firms and registered tax agents. From simple salary returns to multi-property investors, we prepare individual and business returns in your tax software using your client's documents and, for individuals, the ATO pre-fill report. Your firm's accountant reviews and approves it, and your firm lodges it. We handle the volume so your team can handle the conversations. Self-managed super funds are prepared separately under SMSF compliance.
Individual tax returns we prepare
- Salary and wage earners, including work-related expense deductions
- Rental property owners, including rental schedules, depreciation from quantity surveyor reports, and loan interest apportionment
- Share and managed fund investors, including dividends, franking credits and trust distributions
- Capital gains tax on shares, property and crypto assets
- Sole traders and small business income schedules
- Foreign income and foreign tax offsets
- Prior-year and late returns
- Amendments
Business tax returns we prepare
- Company tax returns
- Trust tax returns, including distribution statements
- Partnership tax returns
- Supporting workpapers and financial statements for each return
- Prior-year, late and amended returns
BAS, IAS and year-end work
- GST coding review and BAS / IAS preparation, ready for your review and lodgement
- Reconciliation of GST, PAYG withholding and superannuation liability accounts
- Year-end workpapers and financial statements for companies, trusts, partnerships and sole traders
What every job includes
- Reconciliation to the ATO pre-fill report you provide
- Tax estimate summary for your reviewer
- Medicare levy and private health insurance checks
- Clear list of missing documents and questions for the client
- Workpapers saved to your practice management system
How the work stays in your hands
We prepare. You review, approve and lodge. Your clients deal only with your firm.