Client Detail Form - Sole Proprietor

Tell us about yourself
Name*

Given NameMiddle NameSurname
Title*
Gender
Residential Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
My residential and postal address is the same

No
Postal Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Contact Number*
E-mail Address*
Tax File Number*
Date of Birth*

DayMonthYear
I have dependant children

Yes
Dependant Children Details*

Tell us about your business
Trading Name (if any)
Business description *
(E.g. Hairdresser, Restaurant)
I have a different business premises address

Yes
Business Premises Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
I have a different business postal address

Yes
Business Postal Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
I have a different business contact number

Yes
Business Contact Number*
I have a different business email

Yes
Business Email Address*
Business Website
How can we help you?

Please select the services you require
We will prepare your self-assessment tax returns together with any supplementary pages required from the information that you provide to us. After obtaining your approval and signature, we will submit your returns to the Australian Taxation Office (ATO).

We will calculate your income tax and tell you how much tax you should pay and when. We will advise on the interest, penalty and surcharge implications if tax is paid late. We will also check ATO’s calculation of your tax and initiate refund claims if tax has been overpaid.

We will advise you possible tax return related claims and elections arising from information supplied by you. Where instructed by you, we will make such claims and elections in the form and manner required by ATO.

Before we lodge any returns on your behalf, we will forward the documents to you for approval. We will endeavour to ensure that the returns are lodged by the due dates subject to your provision of all information and supporting documents in a timely manner.
Frequency*

WeeklyFortnightlyMonthlyQuarterlyAnnually
Software*

XeroQuickBooks Online
Bookkeeping include:
- Data Entry (including using tax codes based on the client’s or accountant’s instructions)
- Bank and credit card reconciliations
- Accounts Receivable including raising and sending sales invoices, statements, debtor reports and contacting overdue customers
- Accounts Payable including payable reports, creditor payments and following up credits and refunds
- Enter journal entries as necessary, including depreciation.
- Set up new customers and vendors on an as need basis.
Our service fees are based on the understanding that our firm will export data directly from your banks and credit card statements into your accounting software. Additional fees may apply for transactions that have to be manually entered from paper or PDF statements.

If additional work is required outside the above scope, then we ask it to be outlined in an email before the commencement of work. If this work is outside our experience or competency we hold the right to decline the work and/or seek help from a person who holds the expertise.
Software set up required?

Yes
One-time set up fee may apply

Software installation includes:
- Set up tax codes in your Chart of Accounts.
- Set up or design your Tax Invoice and/or Adjustment Note templates
Frequency*

WeeklyFortnightlyMonthly
Software*

XeroQuickBooks Online
Payroll includes:
- Set up employees in the payroll system
- Prepare payroll according to your desired frequency
- Monitor employee entitlements
- Lodge Tax File Number declarations
- Review, advise and lodge PAYG Withholding and Superannuation
- Reconcile End of Year wages
- Report, lodge and send employee payment summaries
- Roll over payroll year if applicable
We will implement and maintain the payroll based on information provided to us, We are not engaged to interpret and apply the FairWork and modern award requirements. We can refer you to a Workplace Relations Specialist if required.
Frequency*

MonthlyQuarterlyAnnually
BAS includes:
- Reconcile data for BAS reporting
- Prepare and lodge BAS
- Correspondence with the ATO on your behalf in relation to BAS
Frequency*

MonthlyQuarterlyAnnually
We will prepare user-friendly reports to help you to make informed business decisions.

Examples of Internal Financial Reports
- Profit & Loss
- Balance Sheet Summary
- Year over year analysis (shows business trends)
- Accounts Payable aging report
- Accounts Receivable aging report
- Cash Flow Analysis
Should be Empty: