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Our services are as unique as YOU

Choose your package and Add-on services applicable to your individual circumstances.

Choose your YOUtax Service

YOUtax for Individuals

$165

incl. GST

Flat Fee
Unlimited PAYG Income
Unlimited Deductions

 

YOUtax for ABN Sole Traders

$330

incl. GST

FLAT FEE
Turnover up to $75,000
Includes Unlimited Income & Expenses

YOUtax for GST Registered Business

$440

incl. GST

GST Registered
Turnover up to $200,000
Includes Unlimited Income & Expenses

ADD ON SERVICES Incl GST

FOR INDIVIDUALS

Investments, Shares & Managed Funds + $22

Keeping on top of your investments can be tricky.  By providing your share registration number or Holder investor number YOUtax will make sure all your investment income and dividends are accounted for correctly.

Foreign Income + $27.50

We calculate the exchange rate in accordance with the ATO exchange
rates and rulings.

Please note if your foreign income is income generated through a rental property, you will also need to choose the rental property package for us to complete your rental schedule.

Rental Properties + $110 per property

YOUtax will prepare a Rental Property schedule including all income and allowable expenses associated with the rental property.

If your property is jointly owned with your partner, YOUtax will only charge you one rental property fee.

Foreign Rental Properties + $165 per property

YOUtax will calculate all income and allowable expenses associated with the foreign rental property according to Australian Tax law.

We will also calculate and offset the relevant foreign income tax credits associated with your foreign property.

Capital Gain Property Sale + $110

YOUtax will correctly calculate the cost base of your rental property and apply the relevant capital gains discounts.

Capital Gain Share Investments + $55

YOUtax will correctly calculate any capital gains or losses with respect to your share investments and apply the relevant capital gains discounts.

Medicare Exemption Applications + $66

YOUtax will provide the appropriate documentation for your medicare exemption application and act on your behalf with the Medicare Office

Div 293 Administration and Advice + $66

Div 293 Tax is imposed on high income earners of $250,000+

Service provided -:

– Advice on Div 293 tax requirements for your individual circumstance.

– Provide required forms for payment from individual superannuation fund.

– Liaise with ATO on your behalf.

– Personal telephone discussion with your registered tax agent.

Act on your behalf with the Australian Taxation Office + $110

YOUtax will act on your behalf with the Australian Taxation Office for Payment arrangements and penalty negotiations.

Additional Meetings (1hr) with your Tax Agent + $110

If you require an additional meeting with your Tax Agent these will incur an extra fee of $110 per hour.  This meeting will enable us to offer you tax advice based on an in depth look at you individual and family circumstances.

Please note each client receives a Free 20 min meeting with your tax agent included in the basic fee.

FOR BUSINESSES

Capital Gain on Asset Sales + $55

YOUtax will correctly calculate any capital gains or losses with respect to your equipment or asset sale and apply the relevant capital gains discounts.

** This does not apply to a business sale.

Annual GST Reconciliation + $55

For ABN Sole Traders registered for GST who lodge Business Activity Statements monthly, quarterly or annually with the ATO.  YOUtax will reconcile your annual GST liability against your lodged payments and adjust for any amendments. This add-on applies to ABN/Sole Traders, Freelancers, Contractors and Small Business.

Bookkeeping + $66 per hour *

Keeping accurate and reliable income and expense records can be tricky.  If your records require our Bookkeepers touch, YOUtax will collect, collate and record all your financial data including dissecting bank statements or receipts in the shoe box.
YOUtax will review your existing data and provide you with a competitive upfront quote.  This add-on applies to our ABN Business Service.

*Prices may vary subject to individual circumstances.

Act on your behalf with the Australian Taxation Office + $110

YOUtax will act on your behalf with the Australian Taxation Office for Payment arrangements and penalty negotiations.

Additional Meetings (1hr) with your Tax Agent + $110

If you require an additional meeting with your Tax Agent these will incur an extra fee of $110 per hour.  This meeting will enable us to offer you tax advice based on an in depth look at you individual and family circumstances.

Please note each client receives a Free 20 min meeting with your tax agent included in the basic fee.

Quarterly / Monthly BAS Processing and Lodgement + $165*

YOUtax will prepare and lodge your Business Activity Statement based on the business data provided.  We will correctly calculate your GST liability and report your PAYG Installment payments.

Our first level services start at $165 – We can prepare based on your accounting program.  We can collate and dissect your CSV data.

**Prices may vary  subject to the size of business and presentation of your income and expenses data.  Data correction will incur an extra charge based on our bookkeeping hourly rate of $65 per hour.

Quarterly / Monthly BAS Processing and Lodgement incl. Payroll + $220*

YOUtax will prepare and lodge your Business Activity Statement based on the business data provided.  We will correctly calculate your GST liability and report your PAYG Withholding and PAYG Installments.

Payroll will be prepared and files using single touch payroll.

Our first level services start at $165 – We can prepare based on your accounting program.  We can collate and dissect your CSV data.

**Prices may vary  subject to the size of business and presentation of your income and expenses data.  Data correction will incur an extra charge based on our bookkeeping hourly rate of $65 per hour.

End of Year Tax Planning + $220*

Always wanted to count your chickens before they hatch?

YOUtax will review your tax position to avoid any unwanted surprises at tax time. Included is a 1 hr meeting with our tax specialist who will offer tax minimisation strategies to support your business.

Tax Planning is best undertaken throughout April and May prior to tax season.

*Prices may vary dependent on size of business.

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Steps to Tax Time Success

Become a YOUtaxer

Sign Up Here
Complete our online sign-up form

Book your YOUtax Agent

Telephone or Video Chat at a mutually convenient time.
BOOK NOW

Accept T & C's & Pay

Accept your Letter of Engagement and Pay
Our team will send you a letter of engagement detailing your service and provide payment details for compliance purposes

Download your YOUtax Wealth Hub

For secure uploading of your tax documentation available on all devices
Desktop Login here.
Download the app for iPhone & iPad here.
Download the app for Android here.

Upload your tax documents

Upload your tax documents to the YTW Hub Tax Assistant
Desktop Login here.
Download the app for iPhone & iPad here.
Download the app for Android here.

Relax we've got this!

YOUtax will assess and process your information for your tax return preparation

This is our bit.... Tax is our Jam!

Your tax job will be looked after by our dedicated processing team and undergo a compliance review from a senior tax professional.  You will be kept up-to-date by sms alerts to advise you of its progress.

Compliance Review

YOUtax will undertake a compliance review which is performed by our senior accountants for every tax return

Tax Chat with your YOUtax Agent

Refunds will be deposited into your bank account. The ATO processing time is usually 12 business days

SMS Alerts

Receive SMS alerts keeping you up-to-date with your jobs process

SMS Alerts

“Your job has been moved to a senior tax agent to undergo a compliance review.  Call us on 07 5301 9217 with any questions”

Digital Sign Off

You can check and approve your tax return with secure E-Sign from any device.
It is so simple

Lodgement

YOUtax will Lodge your return with the Australian Taxation Office

Refund

Refunds will be deposited into your bank account. The ATO processing time is usually 12 business days

Need some Help?

Do you need some help, or require some more information. Feel free to contact us and one of our friendly staff will assist you