For individuals with straightforward income and deductions
What’s included
Salary and wages income
Government Benefits, Interest , Dividends and foreign income
Work-related deductions
Private health insurance
Medicare levy assessment
Preparation and lodgement of individual tax return
For individuals with employment income and additional investment, rental or sole trader income.
What’s included
Salary and wages income
Work-related deductions
Interest and dividend income
Managed funds
One Rental Property income and expenses
Depreciation schedule review
Capital works deductions
Sole Trader Income
Preparation and lodgement of individual tax return
For individuals with multiple or complex income sources.
What’s included
Salary and wages income
Work-related deductions
Interest and dividend income
Managed funds
Rental income and expenses
Depreciation schedule review
Capital works deductions
Sole trader Income
Capital Gains
Preparation and lodgement of individual tax return
For partnerships with simple structures and straightforward tax reporting requirements
What’s included
✓ Up to 2 partners
✓ Xero/QBO file ready
✓ No adjustments required
✓ No bookkeeping required
✓ Simple profit allocation
✓ Preparation and lodgement of partnership tax return
✓ Reporting of partnership income and expenses
✓ Basic review of deductible business expenses
✓ Partner distribution reporting
For established partnerships with GST obligations and additional tax compliance requirements
What’s included
✓ GST registered partnerships
✓ Financial statement review
✓ Depreciation review
✓ Tax adjustments
✓ Partner account review
✓ Preparation and lodgement of partnership tax return
✓ Detailed review of financial information and tax treatment
For complex partnerships with advanced reporting requirements and detailed tax considerations
What’s included
✓ Complex partnership structures
✓ Multiple tax adjustments
✓ Asset schedules and depreciation review
✓ Detailed financial statement review
✓ Partner account review
✓ Preparation and lodgement of partnership tax return
✓ Comprehensive tax compliance support
Suitable for:
Small proprietary companies with simple affairs.
What’s included
✓ Company tax return preparation
✓ Review of financial statements
✓ Income and expense review
✓ Company tax calculation
✓ Basic depreciation review
✓ Director/shareholder loan account review (where applicable)
✓ ATO lodgement
Suitable for:
✓ One director/shareholder companies
✓ Clean Xero/QuickBooks records
✓ Low transaction volume
Suitable for most small businesses.
What’s included
✓ Everything in Basic
✓ Financial statement review
✓ GST/BAS account review
✓ Depreciation schedule review
✓ Director loan account review
✓ Tax adjustments
✓ Retained earnings review
✓ Franking account/dividend review (where applicable)
✓ ATO lodgement
Suitable for companies requiring more detailed work.
What’s included
✓ Everything in Standard
✓ Comprehensive tax reconciliation
✓ Complex adjustments
✓ Detailed depreciation review
✓ Shareholder/director transaction review
✓ Additional compliance checks
✓ Priority processing
Suitable for:
Simple family discretionary trusts with straightforward activities.
What’s included
✓ Trust tax return preparation
✓ Review of trust financial information
✓ Income and expense review
✓ Trust tax calculation
✓ Review of trust distributions
✓ Beneficiary details review
✓ ATO lodgement
Suitable for:
✓ Family trusts
✓ Low transaction volume
✓ Clean Xero/QuickBooks records
✓ No complex adjustments
Not included:
✗ Bookkeeping
✗ BAS preparation
✗ Complex trust advice
✗ Trust restructuring advice
Suitable for:
Active business trusts and investment trusts.
What’s included
✓ Everything in Basic
✓ Detailed financial statement review
✓ GST/BAS account review (where applicable)
✓ Tax adjustment review
✓ Depreciation review
✓ Trust distribution review
✓ Beneficiary reporting review
✓ Trustee and beneficiary information review
✓ ATO lodgement
Suitable for:
✓ Business operating through a trust
✓ Trusts with multiple beneficiaries
✓ Trusts with regular transactions
Suitable for:
Trusts requiring additional review and complexity.
✓ Everything in Standard
✓ Detailed tax reconciliation
✓ Complex trust distribution review
✓ Multiple beneficiary considerations
✓ Capital gains tax review (where applicable)
✓ Investment income review
✓ Additional compliance checks
✓ Priority processing
Suitable for:
✓ Larger family trusts
✓ Multiple beneficiaries
✓ Trusts with investments
✓ Trusts with more complex transactions
Suitable for:
✓ Simple SMSFs
✓ Listed shares
✓ Managed funds
✓ Cash investments
✓ Straightforward member activity
What’s included
✓ SMSF administration and accounting records maintenance
✓ Annual SMSF financial statements
✓ SMSF annual tax return preparation
✓ Investment income reconciliation
✓ Dividend and distribution review
✓ Member contribution review
✓ Basic CGT review (where applicable)
✓ Compliance review
✓ Independent SMSF audit included
✓ ATO lodgement
Suitable for:
✓ Most SMSFs
✓ Multiple investments
✓ Pension members
✓ One investment property (no LRBA)
What’s included
✓ Everything in SMSF Essential
✓ Property accounting for one property
✓ Rental income reconciliation
✓ Property expense review
✓ Depreciation schedule review (where applicable)
✓ Member balance reconciliation
✓ Pension review
✓ Minimum pension payment review
✓ Contribution review
✓ SMSF administration throughout the year
✓ Independent SMSF audit included
✓ ATO lodgement
Suitable for:
✓ More complex SMSFs
✓ Multiple investments
✓ Additional compliance requirements
✓ Everything in SMSF Plus
✓ Multiple investment reviews
✓ Additional property complexity
✓ More detailed CGT review
✓ Complex contribution/pension review
✓ Additional compliance checks
✓ Priority service
✓ Independent SMSF audit included
✓ ATO lodgement
Best for:
Rideshare, taxi, courier, delivery drivers and other small sole traders with straightforward bookkeeping.
Suitable for:
✓ Rideshare and taxi drivers
✓ Courier and delivery services
✓ Tradespeople with simple records
✓ Freelancers and consultants
✓ Small service providers
✓ Sole traders using Xero, QuickBooks or MYOB
✓ BAS preparation
✓ GST review
✓ BAS lodgement with the ATO
✓ Basic compliance check
✓ Completed bookkeeping records
✓ Sales and expense information
✓ Bank statements and supporting documents
✓ Clean accounting records
✓ Up to 100 transactions per quarter
✓ No payroll included
✓ No significant bookkeeping corrections
Best for: Sole traders needing bookkeeping support before BAS.
✓ Everything in BAS Essential
✓ Bookkeeping review and adjustments
✓ Bank reconciliation review
✓ GST coding review
✓ PAYG instalment review (if applicable)
✓ Email support
Suitable for:
Best for: Busy sole traders wanting bookkeeping and BAS fully managed.
✓ Complete bookkeeping maintenance
✓ Bank reconciliations
✓ Recording income and expenses
✓ GST coding
✓ BAS preparation and lodgement
✓ Payroll processing (up to 2 employees)
✓ STP reporting
✓ Superannuation processing support
✓ Priority support
Suitable for:
Best for:
Small businesses with clean accounting records.
Suitable for:
✓ Small Pty Ltd companies
✓ Partnerships
✓ Family trusts
✓ Service businesses
✓ Businesses maintaining their own bookkeeping
Includes:
✓ BAS preparation
✓ GST calculation and review
✓ BAS lodgement with ATO
✓ Review of GST collected and GST paid
✓ Basic compliance check
Package limits:
✓ Clean Xero/QuickBooks records
✓ Up to 200 transactions per quarter
✓ No major bookkeeping adjustments
✓ No payroll processing included
BAS Preparation + Bookkeeping Review
Best for:
Businesses needing professional review before BAS lodgement.
Suitable for:
✓ Trading businesses
✓ Retail and hospitality businesses
✓ Companies with payroll
✓ Growing businesses
Includes:
✓ Everything in BAS Essential
✓ Bookkeeping review
✓ GST coding review
✓ Bank reconciliation review
✓ Payroll review (where applicable)
✓ PAYG withholding review
✓ Minor accounting adjustments
✓ BAS lodgement
Package limits:
✓ Up to 500 transactions per quarter
✓ Up to 5 employees payroll review
✓ Standard GST reporting
Complete BAS & Compliance Support
Best for:
Businesses wanting RefundPro to manage their BAS process.
Suitable for:
✓ Retail and hospitality businesses
✓ Companies with regular transactions
✓ Businesses with payroll
✓ Businesses needing ongoing support
Includes:
✓ Complete bookkeeping review
✓ Recording and review of income and expenses
✓ Sales reconciliation (cash, EFTPOS, POS and online sales)
✓ Bank reconciliations
✓ GST reconciliation
✓ PAYG withholding review
✓ Payroll processing review
✓ BAS preparation and lodgement
✓ Compliance check before lodgement
✓ Priority support
Package limits:
✓ Up to 1,000 transactions per quarter
✓ Up to 10 employees
✓ Standard business activities
Includes:
✓ Bookkeeping in Xero or QuickBooks
✓ Recording income and expenses
✓ Recording cash, EFTPOS and online sales
✓ Supplier invoice processing
✓ Bank reconciliation (1 account)
✓ GST coding and review
✓ Payroll processing for up to 2 employees
✓ Payslip generation
✓ STP reporting
✓ Superannuation processing support
✓ Quarterly BAS preparation and lodgement
✓ Basic financial reports
✓ Email support
Package Limits:
✓ Up to 200 transactions per month
✓ Up to 2 employees
✓ One business entity
Includes:
everything in Essential, plus:
✓ Up to 500 transactions per month
✓ Payroll processing for up to 5 employees
✓ Credit card reconciliation
✓ Loan account reconciliation
✓ Fixed asset register maintenance
✓ Monthly Profit & Loss Report
✓ Monthly Balance Sheet
✓ Priority email support
Package Limits:
✓ Up to 500 transactions per month
✓ Up to 5 employees
✓ One business entity
Includes:
everything in Plus, plus:
✓ Up to 1,000 transactions per month
✓ Payroll processing for up to 10 employees
✓ Weekly, fortnightly or monthly payroll runs
✓ Payroll reconciliation
✓ Monthly management reports
✓ GST reconciliation
✓ Cash flow summary
✓ End-of-year accountant-ready records
✓ Priority support
Package Limits:
✓ Up to 1,000 transactions per month
✓ Up to 10 employees
✓ One business entity
Where additional work is required outside the package scope, we'll discuss the costs with you and obtain your approval before proceeding
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.