Sole Trader / Proprietor Tax Return (includes Business Schedule)

Professional income tax return preparation and lodgement for sole traders or sole proprietors with straightforward business operations such as contract work, consultants, tradespeople,  rideshare/uber drivers, graphic designers etc… For sole traders with less than 500 bank statement lines and fully electronic records of income and expenses. Price quoted is for one annual tax return lodgement.

What’s Included:

• Complete individual and business tax return preparation
• Business schedule
• Income and expense categorization and review
• Deduction optimisation and GST reconciliation
• Electronic lodgement with ATO
• Tax calculation and payment/refund advice
• Copy of lodged tax return
• Email support during preparation

What You Need to Provide:

• Electronic records of all income and expenses – we will provide you with a form to complete
• Bank statements (less than 500 lines) in electronic spreadsheet form – support provided to help you extract the data needed
• Payment summaries and income statements
• Receipts and invoices (electronic format)
• Previous year’s tax return (if available)
• Any additional documentation we request

Does Not Include:

• More than 500 bank statement lines (contact us for custom quote)
• Paper-based record conversion
• Bookkeeping or BAS services (see separate services)
• Business advice beyond tax return preparation
• Amended tax returns (charged separately)
• ATO correspondence or audit support

This purchase is subject to completion of Useful Money Stuff Accounting’s engagement agreement, which will be provided after purchase. A draft version can be downloaded here. We reserve the right to accept or decline clients based on our service capabilities and professional standards. Work will commence only upon mutual acceptance and signing of the engagement agreement. Refund available less merchant fees if engagement terms are not accepted or full refund if we are unable to proceed with your engagement.