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Our Services to Business Clients

Preparation and lodgment of business tax returns and financial statements

Annual & Quarterly BAS lodgment

Preparation and lodgment of associated Personal Returns

Interims and Tax Projections – Interim Sample

Contact Us to make a booking or phone 03 5775 2713

Items We Need To Know To Lodge Your Return

Clients often ask us this question so to help we have made a list of possible items that you can bring along to our meeting that will help you gain the maximum refund your owed.

  • Identity Information i.e Full Name, Birth Details,
  • Your Tax File Number (TFN) and ABN if applicable
  • Your contact details i.e Address, Phone, Email
  • Your Bank Account Details (to receive any refunds)
  • Your Spouse details – their name and tax file number (if applicable)
  • A copy of last year’s tax return (if applicable)
  • Your PAYG summary and main occupation details
  • Centrelink Income (if applicable)
  • Interest Income and Share Statements (if applicable)
  • Medicare Number and Private Health Insurance Annual Statement (if applicable)
  • Rental Property details (if applicable)
  • Receipts for any work-related deductions (uniform, donations, tools of trade, union fees etc.
  • Work-related self-education expenses (if applicable)
  • Details of your motor vehicle if used for work
  • Tax Agent details from previous year

More FAQs

Choosing The Right Agent

The Australian Taxation Office requires Tax agents to be registered with the Tax Practitioners Board (TPB). Using a registered tax agent will provide you with consumer protection as the TPB ensures they:

  • meet and maintain the required standard or qualifications and experience
  • comply with the Code of Professional Conduct
  • when choosing an agent, you should discuss the service to be provided so you both know what to expect.

WHAT ARE THE DUE DATES TO LODGE MY TAX RETURN

Most registered tax agents have a special lodgment program and can lodge returns for their clients after the usual 31 October deadline. The due date will also depend on your personal situation. Contact us for advice.

If you’re using us for the first time, you will need to contact us before 31 October to take advantage of our lodgment program due dates.

Not Your Average Accountant.

It’s not just about tax and compliance, it’s about what’s important to you ad preparing you for the future and being ready for anything that comes your way.

Not Your Average Accountant.

It’s not just about tax and compliance, it’s about what’s important to you ad preparing you for the future and being ready for anything that comes your way.

Not Your Average Accountant.

It’s not just about tax and compliance, it’s about what’s important to you ad preparing you for the future and being ready for anything that comes your way.

Are you searching for a smart financial solution?

Fixed Price Agreements (FPAs)

We can tailor a package to suit you where we will lodge all 4 quarterly BAS’s as well as your Income Tax returns for one fixed price. You choose the amount you pay based on the service you require. For more details please see our Fixed Price Agreement page

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Resources

Check out the following articles to help you gain more from your Individual tax retuns.