Taxopia Company or Trust Tax Return: Standard Header Image

Taxopia Standard Company Income Tax Return

Note: Your privacy is very important to us. To better serve you, the form information you enter is recorded in real time.

Welcome to Taxopia's Standard Tax Reporting for Company or Trust Tax Returns ($800+ GST)

To get started, we will be collecting the required information in the following form. Please complete the form with accuracy, ensuring that you have used capital and lowercase letters as they appear on your legal documents.

After going through the submitted information, you'll be required to pay 50% upfront before work commences. Upon completion of the return, we will either charge your credit card for the remaining 50% balance or send you an invoice if paying via Bank Transfer.

Please note these additional charges, if applicable: 

  • If your submission is for the Financial Year 2013/2014 or older, the ATO cannot process electronic returns for these years. Therefore, an additional charge of $50+ GST will be incurred to cover the supplementary processing necessities.
  • Companies or Trusts who have carried forward losses in excess of $100,000: Additional $50+ GST
  • Fixing bookkeeping errors: Additional $80+ GST/hr (This will be charged on top of this order's total. We will notify you if this is required before charging you.)

* Please note that if you're paying via credit card, a surcharge of 2% will be applied to the total amount.
* Please note that our prices don't include any ASIC fees.

WARNING: As a precautionary measure against any unforeseen Internet disruption or power failure, we strongly suggest you complete the “Save and Resume Later” option whilst completing this form. Thank you.


If at any stage you have any queries, please don't hesitate to contact us.

Contact Person Details

Contact Name*
Mobile (e.g. 0400 123456) or if landline, please add the area code in (e.g. 03 9123 4567)

Consent & ID Verification

Are you a new client?*

Proof Of Identity
For compliance purposes, we will need to verify your identity before lodging to Government agencies. You can choose to attach a copy of two of your IDs below now or submit them to us at a later date via email. Please be advised that we cannot make any lodgements until we have copies of your IDs on file.

For your protection, this form has been encrypted to prevent unauthorised access to your information. 
By proceeding, you are permitting us to verify your IDs with relevant organisations and authorities.

Proof of ID: #1*
ID attachment #1*
No File Chosen
File uploads may not work on some mobile devices.
(Please attach a clear scanned image of your chosen ID)

Please be reminded that email is not the safest option as it lacks the encrypted security that the other options carry.

Proof of ID: #2*
Please do not choose the same ID as the one chosen above.
ID attachment #2*
No File Chosen
File uploads may not work on some mobile devices.
(Please attach a clear scanned image of your chosen ID)

Please be reminded that email is not the safest option as it lacks the encrypted security that the other options carry.

How did you hear about us?*

Entity Information

Does your tax return fall under the 2013/2014 financial year or an earlier period?*
Important Note: Kindly be aware that your submission pertains to the Financial Year 2013/2014 or older. Unfortunately, the ATO is unable to process electronic returns for these periods. As a result, there will be an additional charge of $50+ GST to cover the extra processing requirements associated with manual paper tax returns.
Does your company/trust have carried forward losses in excess of $100,000?*
Important Note: Your company/trust has carried forward losses in excess of $100,000. 
Therefore, an additional $50+ GST will be applied to this order.
Entity Type*
Please insert the full names of all trustees, 1 trustee per line.
Please insert the full names of all partners, 1 partner per line.
Entity's Address*

Financial Files

There are three (3) ways you can send us your files. Please select your preferred method.

Profit and Loss Statement
No File Chosen
File uploads may not work on some mobile devices.
Balance Sheet Statement
No File Chosen
File uploads may not work on some mobile devices.
Other relevant supporting documents
No File Chosen
File uploads may not work on some mobile devices.

In order to provide you with the best possible service and support, we kindly request your assistance in granting us access to your accounting software such as Xero, Quickbooks, MYOB, and the like.

 

To facilitate this, we kindly ask you to invite us at info@taxopia.com.au to your accounting software, with access to these roles or other similar rights: adviser, payroll admin, and user management role. This will allow us to efficiently assist you in managing your financial activities and ensuring that everything is in order.

 

We understand that you may notice some users with the "@factor1.com.au" extension in your account. We want to assure you that this is directly related to our sister company, Factor1, and the accountants are part of a team from Taxopia. Rest assured, your financial data is in capable hands, and our commitment to delivering top-tier service remains unwavering.

 

Should you have any concerns or questions about this request, please feel free to reach out to us at your convenience. We are committed to ensuring a smooth transition and maintaining the utmost confidentiality and security of your financial information.


You've chosen to email us your files at a later date. When you're ready, please email us your Profit & Loss and Balance Sheet for the required year toinfo@taxopia.com.au. 

Please note that we will not be able to commence work until all necessary information has been received.

Previous Year's Returns and Financials

Do you have a copy of your previous year's tax return?
Previous Year's Tax Return
No File Chosen
File uploads may not work on some mobile devices.
Please attach it here.
Do you have a copy of your previous year's financial statements
Previous Year's Financial Satement
No File Chosen
File uploads may not work on some mobile devices.
Please attach it here.

Priority Service

Need a fast turnaround? *
Taxopia offers a premium Fast Lane option to allow you to jump to the front of the Taxopia workflow list. With this option, pay $960 + GST to get your taxes done ASAP.
*Excludes public holidays, weekends and office closure dates.
** For older tax returns (2013/2014 Financial Year or older), pay $1,010+ GST to get the Fast Lane option.

IMPORTANT NOTICE:  With the upcoming February 29 Tax deadlines, we are expecting a surge of submissions in our portal, including those with Fast Lane Services. In this light, our clients are advised to allow our accountants at least 5 days from your submission date to prepare your documents and have them ready for lodgment. In the event that your submission date does not leave us with ample time to meet the deadline, a deadline extension to avoid penalties is possible with an additional fee.
Would you like to activate the Fast Lane service?*

BONUS 20% DEDUCTION ON TECHNOLOGY OR TRAINING EXPENDITURES

In support of small businesses in Australia that are embracing new technologies and participating in skills improvement training to elevate their business, the ATO has granted the opportunity for said companies to claim a 20% bonus deduction on technology or training expenditures from March 29, 2022, to June 30, 2023.

*Please note that allowing our accountants to do this task will amount to an additional $50+GST/hour of work dedicated to classifying your eligible expenses. (This will be charged on top of this order's total.)

**Please be advised that we will not conduct an audit of expenses on Technologies & Training that you've identified from your expenses if you choose "No"

Would you like for our accountants to assist you in identifying transactions from your expenses record that are eligible to avail this bonus deduction?*

Payment

This is a secure form encrypted with the high-level SSL standard required for credit card and banking use. The technology is embedded via a secure host server and can be verified by the FormStack padlock symbol at the bottom of the page. 

After going through the submitted information, you'll be required to pay 50% upfront before work commences. Upon completion of the return, we will either charge your credit card for the remaining 50% balance or send you an invoice if paying via Bank Transfer.

Payment Option*
Please note that if you choose to pay via credit card, a surcharge of 2% will be applied to the total amount.

Please proceed to enter your card details below for payment processing. If you have any questions before entering your card details please call our office on 1300 829 674.

Please note that we will not process your order until the payment has been cleared by the bank. If you like your order to be processed more swiftly, please select the Credit Card payment option. Thank you.

  • An additional $50+GST has been added: Your tax return is for an older financial period (FY2013/2014 or older).
  • An additional $50+GST has been added: Your company has carried forward losses in excess of $100,000.
Amount includes GST
50% payment required upfront. Amount includes GST

[Hidden Area] Order Total Calculation:

(800+
Does your tax return fall under the 2013/2014 financial year or an earlier period?   +
Would you like to activate the Fast Lane service?   +
Does your company/trust have carried forward losses in excess of $100,000?
) x  Payment Option x 1.1

Bank Transfer Details

Account Name:Taxopia
BSB Number:333030
Account Number: 555465872  

 

Please be reminded that we will not process your order until the payment has been cleared by the bank. 

This Bank Transfer information will be sent to your email upon submission.

Normally found on the back of your credit card
Expiration Date*
As the card cardholder, I give Taxopia authority to charge the above amount to my card for this registration.*

Submission

By hitting the submit button, you hereby agree to our Engagement Terms & Conditions. CLICK HERE to read more about Engagement Terms and Conditions.

We aim for thoroughness in your tax return. Is there anything you feel should be added that hasn't been covered by your current submission or software?*

Thank you for choosing Taxopia and for completing the form. 

By submitting, we are not guaranteeing that you are eligible for this pricing option. We reserve the right to review your submitted information and send you a quotation if the standard price does not apply.

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