Tax Schedule of Fees (and general terms and conditions)

Minimum Charges Inc. GST from 1 July 2017

 

 

Taxation Returns

 

Individuals:

Basic Return with Appointment Preferred

(additional fees apply where for example extra schedules are required for depreciation, rental properties or capital gains. Additional fee based upon number of schedules and complexity. Discounts apply for multiple schedules.)

Business:

Sole Trader

Partnerships, Companies or Trusts with full financials

(Please note that for Company/Trust returns we aim for a 30 day turnaround from when we receive all required information.)

   

from $220

from $275



from $660

from $1650


Tax Consulting, Queries and ATO Issues:
Tax planning and tax advice, chasing missing information, answering and following up additional queries, and ATO issues.      


hourly rate

Additional Services

 

Business Activity Statement Preparation & Lodgement

from $330

ABN/GST Application

$198

Trust or Company Setup

$1,100

Trust Setup with Company Trustee

$2,200

ASIC Changes (price per change)

Annual ASIC Full Agent Service

$185

$330

Residential Mortgage Broking and Leasing

Free of charge

Insurance

Free of charge

Property Portfolio Plan

$385


Tax, Business, Commercial Lending, GST Advice 


$275 p/hour

Telephone calls, emails, drop-in enquiries, extra appointments, tax planning advice, ATO issues, all other enquiries

hourly rate

 

 

Hourly Rates

 

Partner/Senior Accountant/MYOB Specialist/SMSF and Superannuation Specialist

$275 p/hour

General Accountant/General SMSF and Superannuation Work

$180 p/hour

General MYOB / Xero/QBO/Support/Processing/Bookkeeping Work

$90 p/hour




 

Terms- applied to all services

  • Our fee schedule can be found at http://www.wfscanberra.com.au/fees/taxation
  • Returns will not be processed until Quote is accepted
  • Additional fees will apply for extra services performed outside the scope of quote or for other unforeseen circumstances 
  • Individuals must pay prior to lodgement of return or by a fee from refund
  • Payment is preferred prior to lodgement of your tax return or via fee from refund.  If this is not possible a 7-day account will be issued. If payment is not received within 60 days we will refer your account to debt collection and an administration fee of $50 will be added to your account.  All debt collection fees will also be added to your account.  Debt collection fees can be found at https://www.profcoll.com.au/fees-schedule/
  • Monthly billing and payment in advance applies to clients whose annual billing exceeds $2,750pa
  • If job turnaround time is delayed due to your documentation not being completed or other circumstances outside WFS control we will issue with a Work in Progress Invoice (WIP Bill)
  • Individual Tax Returns will be processed within 28 days of receipt of all documentation
  • Business/Company/Trust/SMSF returns will not be processed before October unless otherwise agreed upon
  • Business/Company/Trust/SMSF returns are processed on a First in First out basis and will generally take at least 60 days to process or more in peak periods
  • There is a 1% surcharge on credit cards. 
  • These are minimum charges and a guide only