02 / For small businesses

Business Tax & Compliance

Bring structure to your business tax obligations, with clear expectations and organised records.

Who this is for

Support for your
next step.

For small companies, trusts, partnerships and growing businesses looking for help coordinating their tax and reporting obligations.

When tax reporting sits alongside day-to-day business decisions, it helps to know what needs attention and who is responsible for each step.

Proposed scope — confirm before publication

What the support can cover.

01

Company, trust and partnership tax returns

02

BAS and IAS preparation and lodgement

03

GST and PAYG compliance support

04

Year-end tax planning discussions

Where the scope stops.

The engagement will specify entities, periods, responsibilities and lodgements covered. Fringe benefits tax, complex restructures and specialist matters require separate confirmation.

To get started

Bring the context.
We will discuss the detail.

— Your business structure and relevant entities

— The reporting periods and services you need help with

— Your current bookkeeping arrangements

— Any outstanding lodgements or ATO correspondence

These are preparation prompts, not a request to upload sensitive records. Use the first enquiry to describe your situation.

How it works

A considered process.
A clearer way forward.

01

Tell us what you need.

Share a little about your situation, the question you want answered and any relevant timing.

02

Agree on the scope and fees.

Understand the work proposed, the information needed and the fees before deciding to proceed.

03

Get clear advice and ongoing support.

Work through the agreed steps, with explanations you can understand and further support where agreed.

No work begins until the scope, responsibilities and fees have been agreed.

Before we begin

A few useful answers.

Can the work be coordinated with my bookkeeper?

The engagement can set out who maintains the records, who prepares each report and how information will be shared.

Is ongoing support available?

The timing and scope of ongoing support can be discussed based on your business needs. Fees and responsibilities are agreed before work begins.

A clear place to start

Let’s make your next
financial step clearer.

Tell us what you need help with. We can discuss the next step and the support that may suit your situation.