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Taxopia Company Income Tax Return for Accountants & Bookkeepers

Welcome to Taxopia's Company or Trust Tax Returns for Accountants & Bookkeepers. We currently offer two main packages:

1.  BASIC ($400+ GST) - Business tax return only

2.  STANDARD (from $800+ GST) - Business tax return and financial statements

Discounts apply to multiple client (bulk) submissions. If applicable, we will send you a quotation with the discounted price for your bulk order.


BASIC PACKAGE

  • Includes Tax Return Prepared & Lodged
  • We act as your Tax Agent so you may be eligible for tax extensions
  • Business size & record keeping criteria apply*

* Conditions. This option excludes the following items:

  • Excludes Capital Gains Tax events.
  • Excludes Companies or Trusts who hold property or share portfolios.
  • Excludes Companies who have Director(s) or Shareholder(s) loans owing to the company. (Division 7a)
  • Excludes us preparing depreciation schedules and calculation.
  • Under this package, we do not accept summarised excel spreadsheets, unless your company turnover is below $30,000 per year. Financial data must come from an Accounting platform where either you can grant us access to generate the reports from, or you create the reports yourself and send them through to us.


STANDARD PACKAGE

  • Includes Tax Return Prepared & Lodged
  • We act as your Tax Agent so you may be eligible for tax extensions
  • Preparation of full Financial Statements (for bank use)
  • Dedicated accountant tax adviser support
  • Business size & record keeping criteria apply*

* Conditions. Please take note the standard pricing excludes the following items; however, these services can be provided for an additional cost.

  • Excludes Capital Gains Tax events.
  • Excludes share trading activities
  • Excludes Companies who have Director(s) or Shareholder(s) loans owing to the company. (Division 7a)
  • Excludes fixing bookkeeping errors
  • Excludes fixing GST errors
  • Excludes asset finance schedule reconciliations above 2. (i.e. up to 2 asset finance schedules are included)
  • Excludes year-end adjustment entries to match your bookkeeping figures to the financial statements for all record-keeping software other than Xero


Note: If you do not qualify for any of these options, you will be quoted with the appropriate price before work commences.

To get started, we will be collecting the required information in the following form. Please complete the form with accuracy, ensuring that you have used capital and lower case letters as they appear on your legal documents.

After going through the provided information, we will email you an invoice for 50% that is to be paid before work commences. Upon completion of the return, we will invoice you the remaining 50% balance.

* Please note that if you're paying via credit card, a surcharge of 2% will be applied to the total amount.

WARNING: As a precautionary measure against any unforeseen Internet disruption or power failure, we strongly suggest you complete the “Save and Resume Later” option whilst completing this form. Please be advised that we are not able to retrieve any partially completed forms. Thank you.


If at any stage you have any queries, please don't hesitate to contact us on:

Tel: 1300 829 674
Email: info@taxopia.com.au 
Chat: Online Chat (during standard working hours)


Option

Please select the Plan you intend to apply for*

Consent & ID Verification

Are you a new client?*

Proof Of Identity
For compliance purposes, we will need to verify your identity before lodging to Government agencies. You can choose to attach a copy of two of your IDs below now or submit them to us at a later date via email. Please be advised that we cannot make any lodgements until we have copies of your IDs on file.

For your protection, this form has been encrypted to prevent unauthorised access to your information. 
By proceeding, you are permitting us to verify your IDs with relevant organisations and authorities.

Proof of ID: #1*
No File Chosen
File uploads may not work on some mobile devices.
(Please attach a clear scanned image of your chosen ID)

Please be reminded that email is not the safest option as it lacks the encrypted security that the other options carry.

Proof of ID: #2*
Please do not choose the same ID as the one chosen above.
No File Chosen
File uploads may not work on some mobile devices.
(Please attach a clear scanned image of your chosen ID)

Please be reminded that email is not the safest option as it lacks the encrypted security that the other options carry.

How did you hear about us?*

Entity Information

* Please note that the 2020/2021 Financial Year Tax Return will be released around the second week of July 2021.
Entity Type*
Please insert the full names of all trustees, 1 trustee per line.
Please insert the full names of all partners, 1 partner per line.
Entity's Address*

Contact Person Details

Contact Name*
Mobile (e.g. 0400 123456) or if landline, please add the area code in (e.g. 03 9123 4567)

Financial Files

There are three (3) ways you can send us your files. Please select your preferred method.

No File Chosen
File uploads may not work on some mobile devices.
No File Chosen
File uploads may not work on some mobile devices.
No File Chosen
File uploads may not work on some mobile devices.

Please send an invitation to info@taxopia.com.au if your company uses one of the cloud bookkeeping systems. From there, we will be able to access your files to obtain the required data.

You've chosen to email us your files at a later date. When you're ready, please email us your Profit & Loss and Balance Sheet for the required year to info@taxopia.com.au. 

Please note that we will not be able to commence work until all necessary information has been received.

Previous Year's Returns and Financials

Do you have a copy of your previous year's tax return?
No File Chosen
File uploads may not work on some mobile devices.
Please attach it here.
Do you have a copy of your previous year's financial statements
No File Chosen
File uploads may not work on some mobile devices.
Please attach it here.

Submission

Is this part of a multiple client submission?*
You have more than one client attached to your bulk order.

By ticking the checkbox below, you are indicating your acceptance of the terms of our agreement.

Thank you for choosing Taxopia and for completing the form. 

By submitting, we are not guaranteeing that you are eligible for this pricing option. We reserve the right to review your submitted information and send you a quotation if the standard price does not apply.

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