Maximum Tax Refund
Online tax refund
Individual PAYG Tax returns from $79
BAS from $69
Sole Trader Tax Returns from $129
Company Tax Returns from $139
Rental Property from $50
Capital Gains Tax Schedule from $139
ASIC Agent Services Company Formation
ABN registration
TFN registration
Trust Tax returns
SMSF Tax returns
Trust and SMSF Set-up
1 x Online Training Session x 30 min (Once-Off)
Training sessions are recorded in Zoom with client and recording sent to client in a video file for future reference
3 x Online Training Sessions x 30 min (Once-Off)
Training sessions are recorded in Zoom with client and recording sent to client in a video file for future reference
Periodic Sales Tax Lodgement (basic)
Preparation & lodgement of periodic sales tax includes:
* Reconcile Sales Tax accounts
* Reconcile Tax Authority Control accounts
* General advice, attendances to Tax Authority reports & correspondence
* Arrange payments plan with Tax Authority if required
Periodic Sales Tax Lodgement (intermediate)
Preparation & lodgement of periodic sales tax includes:
* Reconcile Sales Tax accounts
* Reconcile Tax Authority Control accounts
* General advice, attendances to Tax Authority reports & correspondence
* Arrange payments plan with Tax Authority if required
Periodic Sales Tax Lodgement (complex)
Preparation & lodgement of periodic sales tax includes:
* Reconcile Sales Tax accounts
* Reconcile Tax Authority Control accounts
* General advice, attendances to Tax Authority reports & correspondence
* Arrange payments plan with Tax Authority if required
Quickbooks Online Software subscription
Monthly bookkeeping software subscription
Xero Accounting Subscription
Monthly bookkeeping software subscription
Xero Accounting Subscription with Payroll
Monthly bookkeeping software subscription – includes payroll
Scoping Fee (Once-Off)
Once-off fee to:
* Audit current bookkeeping file to determine scope of what needs to be repaired
* Compile a Report of Findings and Recommendations to present to client
Payroll Audit (Once-Off)
Once-off fee to:
* Audit current payroll set up to determine scope of what needs to be repaired
* Compile a Report of Findings and Recommendations to present to client
Payroll Services – Additional Employee Setup
This Includes:
* Enter all current employee information
* Verification of tax file number
* Set up of superannuation fund details
This service specifically excludes review of compliance with current awards and obligations
Payroll Services – Weekly Pay Run 02
Processing of payroll for up to 2 employees. This includes:
* Processing of periodic wages using a payroll software
* Calculate superannuation for employees if applicable
* Calculate and track accrued vacation and sick time or other benefits
* Provide direct deposit for your employees
* Online access/emailing employees payslips
* Lodge required reports to Tax Authority
* Lodge Quarterly Superannaution for employees with relevant body/fund
* Preparation of Annual Payroll Summaries (for the year ended)
* Preparation & lodgement of Annual Workers Insurance wage estimates
Payroll Services – Weekly Pay Run 05
Processing of payroll for up to 5 employees. This includes:
* Processing of periodic wages using a payroll software
* Calculate superannuation for employees if applicable
* Calculate and track accrued vacation and sick time or other benefits
* Provide direct deposit for your employees
* Online access/emailing employees payslips
* Lodge required reports to Tax Authority
* Lodge Quarterly Superannaution for employees with relevant body/fund
* Preparation of Annual Payroll Summaries (for the year ended)
* Preparation & lodgement of Annual Workers Insurance wage estimates
Payroll Services – Weekly Pay Run 10
Processing of payroll for up to 10 employees. This includes:
* Processing of periodic wages using a payroll software
* Calculate superannuation for employees if applicable
* Calculate and track accrued vacation and sick time or other benefits
* Provide direct deposit for your employees
* Online access/emailing employees payslips
* Lodge required reports to Tax Authority
* Lodge Quarterly Superannaution for employees with relevant body/fund
* Preparation of Annual Payroll Summaries (for the year ended)
* Preparation & lodgement of Annual Workers Insurance wage estimates
Payroll Services – Weekly Pay Run 20
Processing of payroll for 10-20 employees. This includes:
* Processing of periodic wages using a payroll software
* Calculate superannuation for employees if applicable
* Calculate and track accrued vacation and sick time or other benefits
* Provide direct deposit for your employees
* Online access/emailing employees payslips
* Lodge required reports to Tax Authority
* Lodge Quarterly Superannaution for employees with relevant body/fund
* Preparation of Annual Payroll Summaries (for the year ended)
* Preparation & lodgement of Annual Workers Insurance wage estimates
Payroll Services – Weekly Pay Run 40
Processing of payroll for 20-40 employees. This includes:
* Processing of periodic wages using a payroll software
* Calculate superannuation for employees if applicable
* Calculate and track accrued vacation and sick time or other benefits
* Provide direct deposit for your employees
* Online access/emailing employees payslips
* Lodge required reports to Tax Authority
* Lodge Quarterly Superannaution for employees with relevant body/fund
* Preparation of Annual Payroll Summaries (for the year ended)
* Preparation & lodgement of Annual Workers Insurance wage estimates
Payroll Services – F’Nightly Pay Run 40
Processing of payroll for 20-40 employees. This includes:
* Processing of periodic wages using a payroll software
* Calculate superannuation for employees if applicable
* Calculate and track accrued vacation and sick time or other benefits
* Provide direct deposit for your employees
* Online access/emailing employees payslips
* Lodge required reports to Tax Authority
* Lodge Quarterly Superannaution for employees with relevant body/fund
* Preparation of Annual Payroll Summaries (for the year ended)
* Preparation & lodgement of Annual Workers Insurance wage estimates
Unlimited Email Support
Unlimited Email Support
End of Financial Year Package
Prepare end of year accounts for your tax accountant/preparer. This includes:
* Sales Tax reconciliation
* Balance Sheet account reconciliations
* Tax Authority Client Account reconciliation
* Prepare & issue Payment Summaries to employees
* Prepare and lodge Annual Employee Payment Summary Report to Tax Authority
* Lock bookkeeping software file for EOFY to ensure no further entries made
* Email tax accountant/preparer instructions and link to access EOFY reports
* Consult with tax accountant/preparer regarding any queries to ensure information is accurate for tax returns
* Enter aligning journals into bookkeeping software to ensure books match tax returns
Accounts Payable – Basic
This recommended service is Best Practice & Tax Audit Ready and includes:
* Subscription (with client access) to Receipt Bank to store supplier invoices^
* Upload & attach supplier invoices and receipts to expense transactions in bookkeeping software
* Reconcile accounts payable
* Up to 50 supplier invoices per month
^ in approved cloud storage facility that client will retain ownership of
Accounts Payable – Premium
This recommended service is Best Practice & Tax Audit Ready and includes:
* Subscription (with client access) to Receipt Bank to store supplier invoices^
* Upload & attach supplier invoices and receipts to expense transactions in bookkeeping software
* Reconcile accounts payable
* Up to 100 supplier invoices per month
^ in approved cloud storage facility that client will retain ownership of
Accounts Payable – Payment Services
This recommended service is Best Practice & Tax Audit Ready and includes:
* Weekly payment setup for you to approve securely and simply online
* Weekly and Monthly Creditors Reports to show who you’ve paid and who is still outstanding
Accounts Receivable – 20
This is a full Accounts Receivable service and includes:
* Create, code and issue Customer invoices
* Produce Weekly and Monthly Debtor Reports to show who still owes money
* Reconcile Accounts Receivable
* Up to 20 invoices per month
Accounts Receivable – 50
This is a full Accounts Receivable service and includes:
* Create, code and issue Customer invoices
* Produce Weekly and Monthly Debtor Reports to show who still owes money
* Reconcile Accounts Receivable
* Approx 20 – 50 invoices per month
Accounts Receivable – 100
This is a full Accounts Receivable service and includes:
* Create, code and issue Customer invoices
* Produce Weekly and Monthly Debtor Reports to show who still owes money
* Reconcile Accounts Receivable
* Approx 100 invoices per month
Accounts Receivable – 150
This is a full Accounts Receivable service and includes:
* Create, code and issue Customer invoices
* Produce Weekly and Monthly Debtor Reports to show who still owes money
* Reconcile Accounts Receivable
* Approx 150 invoices per month
Accounts Receivable – 200
This is a full Accounts Receivable service and includes:
* Create, code and issue Customer invoices
* Produce Weekly and Monthly Debtor Reports to show who still owes money
* Reconcile Accounts Receivable
* Approx 200 invoices per month
Accounts Receivable – Debtor Management
* Follow up outstanding Customer invoices
* Price is for EACH debtor invoice
* Price is based on up to 1 hour of collection activity (e.g. phone calls, email, etc)
* This service can be based weekly (if client has this need) or a one-off service as needed
For complex or difficult debtors, refer client to a specialist debt collector
Bookkeeping Services – Package 1
* Reconcile credit card and bank statements (up to 2 bank accounts)
* Maintain data feeds into your accounting app
* Issue a monthly report on transaction trends and suggested improvements
Bookkeeping Services – Package 2
* Reconcile credit card and bank statements (up to 3 bank accounts)
* Maintain data feeds into your accounting app
* Issue a monthly report on transaction trends and suggested improvements
Bookkeeping Services – Package 3
* Reconcile credit card and bank statements (up to 3 bank accounts)
* Maintain data feeds into your accounting app
* Issue a monthly report on transaction trends and suggested improvements
Bookkeeping Services – Package 4
* Reconcile credit card and bank statements (up to 5 bank accounts)
* Maintain data feeds into your accounting app
* Issue a monthly report on transaction trends and suggested improvements
Bookkeeping Services – Package 5
* Reconcile credit card and bank statements (up to 5 bank accounts)
* Maintain data feeds into your accounting app
* Issue a monthly report on transaction trends and suggested improvements
Bookkeeping Services – Package 6
* Reconcile credit card and bank statements (up to 6 bank accounts)
* Maintain data feeds into your accounting app
* Issue a monthly report on transaction trends and suggested improvements
Online Accounting App Conversion
Conversion from your current accounting system to your chosen bookkeeping software.
This is a once-off fee & Includes:
* Set up of Bookkeeping Software
* Enter conversion balances
* Ensure all accounts are reconciled
This does not include conversion of payroll
Online Payroll Conversion
Conversion from your current accounting system to your chosen bookkeeping software.
This is a once-off fee & Includes:
* Set up of Payroll Items
* Set up of Employee Information
* Enter leave balances
