Company, Partnership & Trust Tax Returns
Income Tax Return
What do we deliver to you?
• Income Tax Return
• 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?
• 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)