Service
Company, Trust & Partnership Tax Returns
Take the annual tax return for your company, trust or partnership off your list: we prepare it from checked books and lodge it as your registered tax agent.
Our work
What we handle
- Company, trust and partnership returns The annual tax return for each business entity, prepared from your accounts and lodged by us as your registered tax agent.
- Books checked first We review your records and reconcile anything outstanding, then prepare the return from them.
- Year-end financial statements We finalise the statements before preparing the return. Your lender and your own planning can use them too.
- The numbers explained We go through the statements and the return with you, and you can come back to us with questions during the year.
- Dealing with the ATO We deal with the ATO for you on lodgement and compliance matters connected with the return, and tell you what is happening.
- Company compliance and ASIC We can also help with your company's ASIC annual review as part of our wider accounting and tax work. See the Tax & Compliance Services page
Why OziDesktop
Why work with us
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OziDesktop is a registered tax agent with the Tax Practitioners Board.
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Where we have done your BAS during the year, the return builds on figures we have already checked.
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One team prepares the return for each of your entities, so you are not briefing several accountants.
How it works
Talk it through
We learn how your business is structured, which entities need a return and what was lodged before.
Records and statements
We review the books, reconcile what is outstanding and finalise the year-end financial statements.
Return prepared and lodged
We prepare the return from those statements, go through the numbers with you and lodge it.
What we need from you
- Access to your accounting software (Xero, MYOB or QuickBooks) or your bank and card feeds
- Prior-year tax returns and financial statements
- Details of your entity structure (company, trust or partnership) and any changes during the year
- The trust deed or partnership agreement, if the entity has one and we have not seen it before
- Year-end statements for the business bank, card and loan accounts
- Payroll and super records
- Any letters from the ATO or ASIC
FAQs
Common questions
Do you prepare the financial statements as well as the tax return?
Yes. We finalise the year-end statements first and prepare the return from them, so the two agree. Your lender can use the statements too.
Can you prepare our tax return if we keep our own books?
Yes. Bookkeeping is a separate service, so keeping your own books is fine. We review the records and reconcile anything outstanding before we prepare the return.
We run a company and a trust. Can you prepare the returns for both?
Yes. We prepare returns for companies, trusts and partnerships, so one team can handle every entity. Tell us how they are set up and whether anything changed during the year.
Is OziDesktop a registered tax agent?
Yes. OziDesktop is a registered tax agent with the Tax Practitioners Board, and we lodge the returns we prepare for the businesses we act for.
Can you help with our company's ASIC annual review?
Yes, as part of our wider accounting and tax work, which covers the annual review and the other ASIC obligations that come with running a company.
Do you deal with the ATO for us after the return is lodged?
Yes. We deal with the ATO on lodgement and compliance matters and keep you informed. If a letter arrives, send it to us and we will explain what it means and what happens next.
Need something outside this scope?
Every business is different. If you need additional accounting, bookkeeping, advisory or specialist work, we'll explain what's required and agree the scope with you before proceeding.
Talk to an accountant about your business
- Fixed fees, agreed upfront
- We contact your old accountant
- Free discovery call