Company tax returns, handled properly
Year-end accounts, financial statements and company tax returns prepared and lodged by a registered tax agent – with practical tax planning to keep more in your business.
- Financial statements and tax return in one package
- Division 7A and franking account reviews
- Pre-30 June tax planning
More than just filling in a form
A company tax return is built on accurate year-end accounts: reconciled balances, depreciation, stock, accruals, director loans and dividends. Get those wrong and you can pay too much tax – or trigger problems like unintended Division 7A deemed dividends.
Because we often keep the books too, your year-end is faster, cheaper and more accurate.
- Year-end adjustments and depreciation
- Director loan accounts reviewed
- Dividends and franking handled
- Financial statements
- Company tax return
- Director and shareholder minutes
- Division 7A loan calculations
- Tax payable summary
Company tax services
Company tax return
Preparation and lodgement of your company income tax return.
Financial statements
Balance sheet, profit and loss and notes for directors and lenders.
Division 7A
Director loan reviews, minimum repayments and complying loan agreements.
Franking & dividends
Franking account tracking and dividend statements.
Tax planning
Pre-30 June planning, including timing of income and deductions.
PAYG instalments
Company instalment reviews so cash flow isn't hit by surprises.
Tax planning that starts before 30 June
The best tax outcomes come from planning, not paperwork. Before year end we'll review your projected profit, discuss options like asset purchases, super contributions and director remuneration, and make sure your structure is working for you.
We'll explain the company tax rate that applies to you – 25% for eligible base rate entities, otherwise 30% – and how profits can be distributed tax-effectively.
- Base rate entity checks
- Asset write-offs
- Director salaries vs dividends
- Super contributions
- Loss carry forward
- Structure reviews
- New company registration guidance
- ASIC annual review reminders
- Bank & lender reporting
- Trust and individual returns for owners
How it works
Plan
Pre-30 June review of your projected profit and tax position.
Finalise
Year-end adjustments and reconciliation of every balance.
Prepare
Financial statements and company tax return prepared and reviewed.
Lodge
You approve, we lodge and confirm what's payable and when.
Company tax returns for every industry
We work with businesses of every shape and size. These are the industries we know best.
Construction & trades
Job costing, progress claims, subbies and TPAR sorted.
ExploreHealth & allied health
Practice software, GST-free services and contractor pay.
ExploreArchitects & design
Project fees, WIP and profitability by stage.
ExploreDoctors & medical practices
Service fees, practitioner payments and payroll tax risk.
ExploreProfessional services
Billable time, retainers and utilisation reporting.
ExploreMarketing & creative agencies
Retainers, freelancers and profit per client.
ExplorePrivate clients & families
Household finances, investments and family trusts.
ExploreE-commerce & online retail
Shopify, Amazon, Stripe and inventory reconciled.
ExploreGrowing businesses & startups
Systems, forecasts and structure for the next stage.
ExploreCompany tax returns: your questions answered
When is my company tax return due?
Due dates depend on your company's size and lodgement history. Companies on a registered tax agent's list usually receive later due dates under the ATO lodgement program. We'll confirm your exact date when you join.
What is Division 7A?
Division 7A is a set of tax rules that can treat loans, payments or debt forgiveness from a private company to its shareholders (or their associates) as unfranked dividends. We review director loan accounts every year and help put complying loan agreements in place where needed.
Can you do my personal return as well?
Yes. We prepare returns for directors, family trusts and individuals so the whole group is planned together.
Do you prepare financial statements?
Yes. Every company package includes year-end financial statements suitable for directors, banks and lenders.
Related services
Financial statements
Year-end financial statements for owners, banks and lenders
Trust tax returns
Trust returns, distributions and resolutions handled
Individual tax returns
Every deduction you're entitled to, lodged properly