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 Xero, MYOB or QuickBooks. Simple sole traders can start from a clean income and expense summary.
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 Xero, MYOB or QuickBooks for business returns, or a clean income and expense summary for simple sole traders. Books behind? Bookkeeping support at $50/hr gets you ready.
You invite us as an advisor in Xero, MYOB or QuickBooks with view access. You stay in control and can remove access at any time.
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.
Choose your package and start onboarding today, or contact us with questions.