Request for Income Tax Return &/or Bookkeeping Services Quotation
Please fill out this form so we may get back to you with a Quote
Full Name
*
Mr.
Ms.
Mrs.
Dr.
Prof.
Title
First Name
Last Name
Email Address
*
example@example.com
Mobile Phone Number
Please enter a valid phone number.
Format: (0000) 000-000.
What Service or Services are you requiring a quote for?
*
Individual Tax Return
Sole Trader Tax Return
Company Tax Return
Super Fund Tax Return
Trading/Trust Tax Return
Business Advisory
ASIC Agent Services
ASIC Corporate Secretarial
Payroll Services Only
Xero Software Migration
Bookkeeping Services
Xero Setup/Implementation
Other
What Bookkeeping Services do you require?
*
Bookkeeping
STP Payroll
SuperStream
BAS Lodgement
IAS Lodgement
TPAR (Taxable Pmts)
Budgets & Cash Flow
Workers Compensation
Other
Tell us a few things about your Individual Circumstances.
What is your Gross Annual Income?
*
Please Select
$20k or less
$20k to $45k
$45k to $135k
$135k to 190k
$190k or greater
This is the total income in a Fin Year before tax is deducted
Do you have any Investment Properties?
*
Please Select
No, I don't have any investment properties
Yes, I have 1 x investment property
Yes, I have 2 x investment properties
Yes, I have 3 x investment properties
Yes, I have 4 x or more investment properties
This includes residential and commercial properties
Do you have any Cryptocurrency?
*
Please Select
NO
YES
This includes residential and commercial properties
Do you have any work related expenses
*
Please Select
NO
YES
This includes residential and commercial properties
If you use a Motor Vehicle for work, do you keep a logbook and copies of receipts
*
Please Select
Not Applicable
NO
YES
This includes residential and commercial properties
Have you during this or previous tax return years had a Capital Gains event
*
Please Select
NO
YES
This includes residential and commercial properties
Tell us a few things about your Business.
How long has your business been running?
*
What Industry is your Business in?
*
What is your annual revenue/turnover?
*
Please Select
Less than $300k PA
$300k to $500k PA
$500k to $1.0 mil PA
$1.0mil to $2.0mil PA
$2.0mil to $5.0mil PA
$5.0mil to $10.0mil PA
$10.0mil and over PA
How many employees do you have?
*
Please Select
1 - 2
3- 10
11 - 20
21 - 50
51 - 100
101 - 200
200 and over
How many bank accounts do you have?
*
Please Select
1
2
3
4
5
How many loans or leases do you have?
*
Please Select
1
2
2
4
5
Does the Business own and/or has it bought/sold/traded any Cryptocurrency?
*
Please Select
NO
YES
Maybe
Not Sure
This includes residential and commercial properties
Has the Business had a Capital Gains event during the period the tax return is for?
*
Please Select
NO
YES
Maybe
Not Sure
This includes residential and commercial properties
How many transactions are there p/mth?
*
Please Select
001 - 050
051 - 100
100 - 150
150 - 300
301 - 600
More than 600
Accounting Software used.
*
Please Select
Xero
MYOB
QBO (QuickBooks Online)
None of the Above
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Additional Information
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