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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 teacher

YOUtax for YOU

$150

Flat Fee
Unlimited PAYG Income
PAYG Personal Services Income
Unlimited Deductions
Small Business Owner

Business Income

$300

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

$399

GST Registered
Turnover up to $150,000
Includes Unlimited Income & Expenses

ADD ON SERVICES
Incl GST

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 + $22

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.

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.

Rental Properties + $99 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.

Capital Gain Property Sale + $99

YOUtax will correctly calculate the cost base of your rental property 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.

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 + $66

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.

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.

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 Withholding and PAYG Installments.

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.

BOOK AN APPOINTMENT

Steps to Tax Time Success

1. Sign up with YOUtax

Choose your service

2. Securely Pay Online

Accept our Terms of Engagement and Pay through our secure payment process

3. Book Your Tax Agent

Meet your experienced tax agent via Telephone or Video chat to discuss your taxation matters.

4. Relax we've got this!

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

5. Compliance Review

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

6. Digital Sign Off

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

7. Lodgement

YOUtax will Lodge your return with the Australian Taxation Office

8. Refund

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

Receive email or sms alerts for progress reports

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