Becoming a client of Trimtax is as easy as filling in the New Client Form or enquiry details with a short message about the type of service you require.
If you are a new client we would love to meet with you to discuss your needs and of course verify your identity. An appointment is essential and one will be made for you, so be sure to bring some proof of ID documents such as Driver’s Licence, Passport etc
For existing clients, simply fill in the relevant checklists and upload to the “Trimtax Document Storage” folder of your dropbox account. Let us know if you do not have one yet and one will be created for you.
Simple Tax Returns
Our basic fee is $242 inc GST.
Provide the following documents
ITR Client Checklist – 2023/24
ITR Client Checklist – 2022/23
New Client Form
Rental returns
If you have one rental property, the fee is generally $352 inc GST and $132 inc GST for each property.
In addition to the above checklists and forms, please provide the following documents.
Simple Business returns – Sole traders
For small business returns not registered for GST, we will price after we view your business documents and records, the starting point is $550 inc GST, however we will give you a firm quote once we review the work that will be required.
Please provide the following:
Checklist for Business
Financial reporting for Companies, Trusts and Partnerships
Naturally these are more complicated and require substantial reporting thus larger tax returns. Generally the starting point is $1,760 inc GST but for new clients we will give you a quote before we start work.
Other Services – including Financial reporting for SMSFs and ASIC management for companies
For SMSF Financial Reporting the starting point is $2,200. ASIC annual review management for companies is set at $275. For any other services these are generally performed as needed and at a price agreed upon.
Please contact us to find out more.