Tax Return & Financial Report
Profit and loss, balance sheet and notes prepared from your records, plus the company income tax return.
- Financial statements
- Tax reconciliation
- Franking account
Company Tax Return
Company tax returns & financial reports
Annual company tax returns, financial statements, BAS and payroll — handled together so your company stays compliant all year round.
Why clients choose us
- Registered Tax Agent Lodging with the ATO on your behalf
- FIPA Public Practice Fellow of the Institute of Public Accountants
- Mon – Fri, 9:00 – 5:30 Melton South office & online appointments
Overview
Your company’s year-end, sorted
We prepare your company's financial report and income tax return, reconcile your BAS and payroll, and look after director loan accounts and dividends so nothing is missed.
Before 30 June we review the year with you to plan ahead and avoid surprises.
- Company income tax return
- Annual financial report
- BAS & GST reconciliation
- Payroll & STP
- Director loan accounts (Division 7A)
- Dividends & franking
Registered Tax Agent
Lodging directly with the ATO
What’s Included
Company Tax Return
BAS
Monthly or quarterly activity statements lodged on time and reconciled at year end.
- GST & PAYG withholding
- PAYG instalments
- Year-end reconciliation
Payroll
Single Touch Payroll, superannuation guarantee and end-of-year finalisation for your employees.
- STP reporting
- Super guarantee
- EOFY finalisation
How It Works
Getting started is simple
From first conversation to lodgement, we keep the process clear and on time.
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1
Book a free appointment
Choose a time online or call us. Meet in Melton South, by phone or by video.
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2
Share your documents
We send a simple checklist so you know exactly what to bring.
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3
We prepare & review
Your registered tax agent prepares everything and explains the outcome.
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4
Lodged with the ATO
We lodge on your behalf and keep you on track for next year.
Got Questions?
Frequently Asked Questions
Common questions about our Company Tax Return service.
Yes. We prepare the annual financial report from your bookkeeping records and use it to complete the company income tax return.
We work with the common cloud packages, including QuickBooks and Xero. If you are starting out, we can set up and configure the software for you.
Yes — most directors have us prepare both, so salaries, dividends and loan accounts are consistent across the company and personal returns.
Ready to get your tax and accounts sorted?
Book a free first appointment with a Registered Tax Agent. In person at Melton South, by phone or online.