Individual Returns and Schedules

• $250 GST inc Standard Tax Return (ITR) Wages/salary income, bank interest income, dividends and managed fund investments (with tax statements from investment institutions) . General work deductions for motor vehicle (involved calculations, gathering further information and collating log book method deductions may attract further fees), other work deductions, donations, accounting fees and other deductions. Superannuation tax deductions where the deduction letter from the super fund hasn't already been obtained may attract further fees.

• $200 GST inc Investment property schedule to be included in ITR (individual tax return). A couple with a shared investment property schedule the $200 will cover the schedule for both ITR's. Each further property $200 GST inc per schedule. This is added to the ITR fee

• $200 GST inc Capital Gains Tax calculation schedule to be included in ITR. A couple with a shared capital gains tax calculation schedule the $200 will cover the schedule for both ITR's. Each further asset sale capital gains calculation $200 GST inc per schedule. Multiple capital gain calculations for shares and crypto assets, the fees for extra schedules maybe discussed. Depending on the source information supplied further fees may be applicable. This is added to the ITR fee

• $200 GST inc Small Business Schedule (No GST, No employees) information must be presented in a clean and concise manner and source documents must be available upon request. Depending on the source information supplied further fees may be applicable. This is added to the ITR fee

• $350 GST inc Small Business Schedule (registered for GST) information must be presented in a clean and concise manner and source documents must be available upon request. All GST calculations need to be supplied with source documents. Depending on the source information supplied further fees may be applicable. GST amendments and Taxable Payment Annual Reports will attract further fees. This is added to the ITR fee.  This does not include Profit and Loss Report or Balance Sheet Statement.

• Other service for ITR's will receive an obligation free quote. Work will be started upon the quote acceptance and deposit paid.

Registered Office and ASIC Agent 

• $250 GST inc per annum for WiseChoice Business Solutions to be the registered office and ASIC agent for your company. Billing is done per calendar year January to December, part year will be billed pro-rata for the months service covers.

Business Services

• Activity Statements, information needs to be supplied or access to accounting software granted. A quote will be issued and work completed upon acceptance of the quote. The fee will be recurring unless the situation changes and then another quote and acceptance will be needed to continue the work. 

• Financial Reports,  information needs to be supplied or access to accounting software granted. A quote will be issued and work completed upon acceptance of the quote. The quote will include a GST reconciliation, payroll reconciliation (if payroll present), Assets and Liabilities to be matched to the relevant source documents, tracking changes in Equity, ensuring all income and deductions are truly represented in the accounts and a tax reconciliation completed  to show accounting profit to taxable income. Out of scope work will only be completed once the extra work has been discussed, quoted upon and accepted.

• $165 GST inc Trustee Distribution Resolution. For trusts, the trustee needs to have a resolution stating the trust distribution to listed beneficiaries prior to 30 June, otherwise the trustee will be liable to pay tax at the highest rate. You will be notified a resolution is required and asked if you want WiseChoice Business Solutions to complete the resolution or you to complete the resolution yourself.

• Other business services by request will be charged at an hourly rate of $250 GST inc per hour or information supplied and a quote for the work supplied for your consideration. 

Meetings

Meetings can be conducted over the phone, via an online meeting service (Zoom etc..) email or I can attend a meeting at a place of your choosing, your residence, work or business premise, café or other meeting place. Within reasonable travel time from the Mandurah area. Travel outside of a 40km radius of Mandurah may attract a travel fee. The fee will be discussed before the meeting.

Checklists/Worksheets

Individual Return

Rental/Investment Property

Motor Vehicle Expenses

Small Business Schedule (No GST)