Four steps, about 10 minutes of your time, and typically 5 business days to a lodged return. Entirely online.
Check the pricing page for the tier that suits your business, or start from your structure's service page. Unsure which fits? Contact us with your ABN and a sentence about your business and we'll point you in the right direction.
Complete a short form: your details, your entity, and authority for us to act as your tax agent. Then grant access to your accounting software. All up, about 10 minutes, and you never need to visit an office.
Your accountant reviews your books, prepares the return (and financial statements where relevant), and contacts you directly if anything needs clarifying. We aim to have most returns ready within 5 business days.
You get the completed return to review with a plain-English summary. Approve it electronically and we lodge with the ATO. You receive confirmation once it is processed.
Reconciled accounts in any major software, a tidy spreadsheet, or your bank transactions and a list of expenses. We'll tell you if anything needs sorting before we start.
ABN, and ACN for companies. If you are not sure what structure you have, we can look it up from your ABN.
The onboarding form and software invite are all we need from you. We take it from there.
Most clients are onboarded and lodged within two weeks. The preparation itself typically takes 5 business days once we have access and your accounts are reconciled.
Reconciled accounts in whatever software you use (Xero, MYOB, QuickBooks, Wave, Reckon, Sage, Zoho Books and others), or for simpler entities a clean spreadsheet or your bank transactions and a list of expenses. Not sure your records are ready? Send them anyway and we'll tell you what's missing before any work starts. Books behind? Bookkeeping support at $50/hr gets you ready.
You invite us as an advisor with view access, which every major package supports. You stay in control and can remove access at any time. On a spreadsheet or software without advisor access? Just email us the file or an export.
We tell you plainly what we found and what it costs to fix, before doing anything. No surprise line items on the invoice.
No. You do not even need to tell them. Once you appoint us as your tax agent, we handle the transfer through the ATO and request anything we need.
About 10 minutes of your time to onboard, typically lodged within 5 business days.