Our Services are as unique as YOU

Choose your package and Add-on services applicable to your individual circumstances

Choose your YOUtax Service

YOUtax for Individuals

$165

incl. GST

Flat Fee

Unlimited PAYG Income

Unlimited Deductions

YOUtax for ABN Sole Traders

$330

incl. GST

Flat Fee

Turnover upt to $75,000

Includes Unlimited Income & Expenses

YOUtax for GST Registered Business

$440

incl. GST

GST Registered

Turnover up to $200,00

Includes Unlimited Income & Expenses

Add-On Services

incl. GST

For Individuals

Investments, Shares & Managed Funds + $22

Keeping on top of your investments can be tricky. By providing your share registration number or Holder investor number YOUtax will make sure all your investment income and dividends are accounted for correctly.

Foreign Income + $27.50

We calculate the exchange rate in accordance with the ATO exchange rates and rulings.

Please note if your foreign income is income generated through a rental property, you will also need to choose the rental property package for us to complete your rental schedule.

Rental Properties + $110 per property

YOUtax will prepare a Rental Property schedule including all income and allowable expenses associated with the rental property.

If your property is jointly owned with your partner, YOUtax will only charge you one rental property fee.

Foreign Rental Properties + $165 per property

YOUtax will calculate all income and allowable expenses associated with the foreign rental property according to Australian Tax law.

We will also calculate and offset the relevant foreign income tax credits associated with your foreign property.

Capital Gain Property Sale + $110

YOUtax will correctly calculate the cost base of your rental property and apply the relevant capital gains discounts.

Capital Gain Share Investments + $55

YOUtax will correctly calculate any capital gains or losses with respect to your share investments and apply the relevant capital gains discounts.

Medicare Exemption Applications + $66

YOUtax will provide the appropriate documentation for your medicare exemption application and act on your behalf with the Medicare Office

Div 293 Administration and Advice + $66

Div 293 Tax is imposed on high income earners of $250,000+

Service provided:

  • Advice on Div 293 tax requirements for your individual circumstance.
  • Provide required forms for payment from individual superannuation fund.
  • Liaise with ATO on your behalf.
  • Personal telephone discussion with your registered tax agent.
Act on your behalf with the Australian Taxation Office + $110

YOUtax will act on your behalf with the Australian Taxation Office for Payment arrangements and penalty negotiations.

Additional Meetings (1hr) with your Tax Agent + $110

If you require an additional meeting with your Tax Agent these will incur an extra fee of $110 per hour.  This meeting will enable us to offer you tax advice based on an in depth look at you individual and family circumstances.

Please note each client receives a Free 20 min meeting with your tax agent included in the basic fee.

For Businesses

Capital Gain on Asset Sales + $55

YOUtax will correctly calculate any capital gains or losses with respect to your equipment or asset sale and apply the relevant capital gains discounts.

** This does not apply to a business sale.

Annual GST Reconciliation + $55

For ABN Sole Traders registered for GST who lodge Business Activity Statements monthly, quarterly or annually with the ATO.  YOUtax will reconcile your annual GST liability against your lodged payments and adjust for any amendments. This add-on applies to ABN/Sole Traders, Freelancers, Contractors and Small Business.

Bookkeeping + $66 per hr*

Keeping accurate and reliable income and expense records can be tricky.  If your records require our Bookkeepers touch, YOUtax will collect, collate and record all your financial data including dissecting bank statements or receipts in the shoe box.
YOUtax will review your existing data and provide you with a competitive upfront quote.  This add-on applies to our ABN Business Service.

*Prices may vary subject to individual circumstances.

Act on your behalf with the Australian Taxation Office + $110

YOUtax will act on your behalf with the Australian Taxation Office for Payment arrangements and penalty negotiations.

Additional Meetings (1hr) with your Tax Agent + $110

If you require an additional meeting with your Tax Agent these will incur an extra fee of $110 per hour.  This meeting will enable us to offer you tax advice based on an in depth look at you individual and family circumstances.

Please note each client receives a Free 20 min meeting with your tax agent included in the basic fee.

Quarterly / Monthly BAS Processing and Lodgement + $165 *

YOUtax will prepare and lodge your Business Activity Statement based on the business data provided.  We will correctly calculate your GST liability and report your PAYG Installment payments.

Our first level services start at $165 – We can prepare based on your accounting program.  We can collate and dissect your CSV data.

**Prices may vary  subject to the size of business and presentation of your income and expenses data.  Data correction will incur an extra charge based on our bookkeeping hourly rate of $65 per hour.

Quarterly / Monthly BAS Processing and Lodgement incl. Payroll + $220 *

YOUtax will prepare and lodge your Business Activity Statement based on the business data provided.  We will correctly calculate your GST liability and report your PAYG Withholding and PAYG Installments.

Payroll will be prepared and files using single touch payroll.

Our first level services start at $165 – We can prepare based on your accounting program.  We can collate and dissect your CSV data.

**Prices may vary  subject to the size of business and presentation of your income and expenses data.  Data correction will incur an extra charge based on our bookkeeping hourly rate of $65 per hour.

End of Year Tax Planning + $250 *

Always wanted to count your chickens before they hatch?

YOUtax will review your tax position to avoid any unwanted surprises at tax time. Included is a 1 hr meeting with our tax specialist who will offer tax minimisation strategies to support your business.

Tax Planning is best undertaken throughout April and May prior to tax season.

*Prices may vary dependent on size of business.

Get Expert Tax Support Now

Sign up with YOUtax

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Become a YOUtaxer

Get  started with our online sign-up form

Book your YOUtax Agent

Telephone or Video Chat at a mutually convenient time.

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Accept T&C's & Pay

Accept your Letter of Engagement and Pay

Download YOUtax Wealth

Review your financial situation on any device

Upload your tax documents

Securely upload your tax documentation on all devices

Relax! We've got this.

YOUtax will assess and process your tax information

Compliance Review

A senior accountant conducts a compliance review on every tax return 

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Tax Chat with your YOUtax Agent

We go through your return with you

SMS Alerts

Keep up-to-date with your tax return process

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Digital Sign Off

Check & approve your tax return from any device, with E-Sign

Lodgement

YOUtax lodges your return with the Australian Taxation Office

Refund

Refunds are usually deposited within 12 business days

Need some help?

Feel free to contact us and one of our friendly staff will assist you.