Preparation and lodgement of your Trust Tax Return from the year ended 30 June 20XX

The tasks included in this service are generally as follows:

1. Request pertinent information to commence the preparation of your tax return
2. Preparation and sending of query list for discussion and answer (if applicable)
3. Preparation of Rental Schedule/s (if applicable)
4. Preparation of Share Holdings/Dividends Received schedule (if applicable)
5. Preparation of Working Paper and generation/downloading of reports
6. Review and reconciliation of GST/BAS, PAYG Withholding (if applicable)
7. Review of Payroll & Superannuation payable (if applicable)
8. Review of Workers Comp and/or Payroll Tax obligations (if applicable)
9. Review of Reportable Taxable Payments reporting (TPAR) if applicable
10. Review of FBT (Fringe Benefit Tax) Returns and any FBT Declarations (if applicable)
11. Maintenance of asset register and calculation of depreciation for the year
12. Calculation of distribution (if applicable) to Beneficiaries/Unit Holders
13. Preparation of Distribution Resolution and Statement/s if applicable
14. Preparation of Trust Tax Return in electronic format ready for signing
15. Preparation of Statutory Financial Statements in electronic format ready for signing
16. Sending of Tax Return Package for signature and return via Secure Portal
17. Attendance to electronic lodgement of your Tax Return once signed
18. Liaison with the ATO (Australian Taxation Office) on your behalf if required

Please Note!
> Turnaround time starts from when all information is received, and all queries have been answered.
> The fee indicated is based on the BAS’s & any other mandatory Returns for the year being processed, having been lodged.
> The fee indicated is the minimum fee for this service and may be higher dependent on time spent & complexity of the return.