- wage earners and sole trader businesses
The pricing is based on a per-financial year basis rather than a "per-tax return" basis. This means that you won't be priced twice for something (for example if two people own a rental property together, and they make a booking, the total charge for the "rental property" will be split between them, rather than charged separately for each person. When you actually have your tax return prepared, the accountant will split the fees between each client.
CLEAR ALL DATA (LOADS FRESH PAGE)
| Enter info here | | Components of your tax returns for the booking.
Ask them: Will you be in NSW during this appointment? (if the answer is No, confirm their appointment based on our time but tell them what time it will be in their state)
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| | | How many people, or how many tax returns, are you booking in for? A separate Tax Return is prepared for each customer
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| | | How many tax returns for years 2013 and earlier are being prepared? A separate Tax Return is prepared for each customer
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| | | How many rental properties do you have in total for this booking
If someone is making a booking for themselves and their partner, they may have a single property shared between them, so the answer would be 1
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| | | How many rental properties rented as short stay (including through AirBNB and Stayz) do you have in total for this booking
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| | | Did you sell any assets? (including Crypto, real estate, shares, units in a managed fund. EXCLUDES cars and mortorbikes). Calculate Assets fee here if yes: how many sales events did you have (for example if you sell one house, or 100 shares of the same company in one sale, both are considered a single sale. If you didn't make a profit you will still need to include the sale event in your tax return
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| | | How many people being booked received any business income, in other words were you running your own business?
existing clients: if the quoted fee here is less than last years tax returns fees then use last year's fees - you can find how much we charged by searching the "tax return completed email" containing their last tax return, otherwise find their invoice in Xero Practice Manager - Watch Video
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| | | Did you (or anyone else being booked) receive income from a managed fund or unit trust - Clients' common queries |
| | | PRIORITY tax returns completed within 2 business days (if chosen, enter same number as above) - Script to read, including requirements |
| If the customer is unsure how to answer any questions, just put a 0 in the box within the "Enter info here" column.
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