The right information for the right return
Different taxpayers need different records. An employee may need income statements and evidence of work expenses. A business may need reconciled accounts, asset records, loan statements and details of the structure it operates through. We identify the information relevant to your situation before preparing the return.
How we can help
- Individual income tax returns
- Sole trader income tax returns
- Company and trust income tax returns
- Overdue return support
- Tax planning discussions
- Trust distribution and dividend support
- Division 7A matters where applicable
- Fringe benefits tax return support
A process that fits your business
We discuss the income you received, the expenses you paid and any changes in your circumstances. Deductions must be supported and relevant to the applicable rules; a purchase is not automatically deductible because it appears on a bank statement. Investments, rental properties, business activities and capital transactions can affect both the information needed and the fee.
What to expect from our support
You receive the prepared return for review and authorisation before lodgement. The service is delivered under the tax practitioner arrangement explained on our About page. Where a matter requires specialist advice, that scope is agreed with you. We can also coordinate the bookkeeping and BAS work that supports your business return.
Getting started
Tell us about your business structure, accounting software and the work you want help with. We review the information and agree the scope, responsibilities and fee before beginning. Existing accountant relationships can be retained, with a clear handover of the records needed.
During onboarding, we confirm access permissions, document collection and any authority required for lodgements. You keep control of approvals and receive questions where a transaction or decision needs your input.
Questions about tax returns
Can you help with missed tax returns?
Yes. Tell us which years are outstanding and provide any ATO correspondence. We will identify the records required and agree a plan to prepare the returns.
Will you guarantee a refund?
No. Your result depends on your income, withholding, deductions, offsets and other circumstances. We explain the calculation and lodge based on the information and evidence provided.
Who provides the registered tax agent service?
The existing published service arrangement is through The Accounting Academy Services Pty Limited, tax agent number 26233096. The practitioner and engagement scope are confirmed before work begins.
