Services · Accounting and tax

Tax return and accounts outsourcing for accountants

We prepare the year's financial statements and tax returns for your clients' businesses and the people behind them. The job comes back with full workpapers, ready for your review.

Is this for you?

  • You're an accounting firm, a tax agent or a financial planning firm
  • You want the preparation done and the review kept in your firm
  • You want a set price per return, agreed before we start

What we prepare

Year-end work for every entity type

Financial statements

For sole traders, partnerships, trusts and companies, including interim accounts when you need them.

Income tax returns

Company, trust, partnership and individual returns, including the returns of the people behind each entity.

BAS and annual GST reconciliations

Activity statements checked against the ledger at year-end.

Fringe benefits tax returns

For clients that provide fringe benefits.

Depreciation schedules and asset registers

Kept up to date from one year to the next.

Need the books brought up to date first? See Bookkeeping.

What comes back

What you receive for each job

  • Financial statements in draft
  • Tax returns in draft, for the entity and its owners
  • Activity statement and GST reconciliations
  • Depreciation schedule and asset register
  • Fully referenced electronic workpapers, so your reviewer can follow every figure
  • One list of anything we still need from you or your client

Prices

Prices per return, before GST

Prices per return, before GST, for registered tax agents and for other firms
ReturnRegistered tax agentsOther firms
Business return: sole trader, partnership, family trust or company$450$650
Individual tax return$75$150

Handing over a whole practice? Ask about special pricing. Full details are on our pricing page.

Software

Software we work in

XeroMYOBQuickBooks OnlineReckon

Your clients stay in the software they already use. Using something else? Ask us.

Lodging

Lodging the return

  • You're a registered tax agent: the draft comes back to you to review and lodge under your own number.
  • You're not a registered tax agent: we lodge under our number, 24702003 (check it on the TPB register). Your client signs the declaration before we lodge, and it reaches them through you.

What we need

What to send us

For each client: the year's bank statements, the accounting file or ledger, sales and purchase records, loan and asset details, last year's financial statements and tax return, and a note of anything new this year, such as a new asset, a new loan or a change of owner. Upload them through our client portal at my.dhan.com, all together if you can.

Questions

Questions firms ask about accounting and tax outsourcing

What does a business return cost?

$450 before GST if your firm is a registered tax agent, or $650 if it isn't. That covers a sole trader, partnership, family trust or company.

What does an individual return cost?

$75 before GST for registered tax agents, or $150 for other firms.

Why do firms that aren't tax agents pay more?

Because we lodge their returns under our own tax agent number, and the work and duties of a tax agent come with that.

Will you contact our clients?

No. Questions come to you, and the finished work comes back to you to sign off under your firm's name.

Do you handle tax file numbers?

Yes, under the rules every registered tax agent must follow. Our privacy policy explains how.

Do you prepare SMSF returns?

Not on this site. SMSF accounts are prepared at smsfoutsourcing.com.

Sample

See a sample before you send a client

Year-end workpapersA full electronic file, each figure referenced to the record it came from. Ask for this sample: Year-end workpapers
Financial statementsA draft set, as it comes back for your review. Ask for this sample: Financial statements
Tax returnA draft return, ready for your review and the client's signature. Ask for this sample: Tax return

Ask for a quote

Send us your accounting and tax work. We'll confirm the fee in writing.

What happens next

  1. We replyBy email or phone within one working day.
  2. We agree the workFee, software and timing, in writing.
  3. You send the first jobThrough the client portal.

Ask for a quote

It takes about two minutes. Every field is needed unless it says optional.

A rough number is fine.

Your software, when you need work back, anything we should know.

Dhan Services Pty Ltd, trading as Dhan Accountants, uses these details only to answer your enquiry and, if you go ahead, to set up your work. We don't add you to a mailing list. Our privacy policy explains how to see or correct them, and how to complain.