Tax prep support
Tax planning support
We model entity structure, timing and the base rate entity test ahead of each financial year close, so decisions like a distribution, an asset purchase or a trust resolution get made before 30 June, not discovered afterwards. Your TPB-registered agent signs off the position we model, once a written supervision agreement with us is signed.
Tax working papers
Illustrative client · August 2026
AUD
- Year-end books closed and reconciledDone
- Fixed asset and depreciation scheduleDone
- Book-to-tax adjustments listedDone
- Supporting schedules for the preparerIn progress
- Handed to the signer for review and filingNext
Illustrative. An example of the document, not a client's figures.
Planning against the calendar you actually run on
The Australian financial year runs 1 July to 30 June, and most of the decisions that change a tax outcome, timing a large purchase, a trust distribution resolution, a dividend, have to happen before that date, not after it. We build forward projections from your reconciled books through the year so those decisions have real numbers behind them well before June.
What we model
Whether your company still qualifies as a base rate entity (25% tax) or has tipped into the standard 30% rate, the cash impact of bringing an asset purchase forward or pushing it back a quarter, and how a trust distribution resolution needs to be structured before 30 June to hold. Fringe Benefits Tax, on its own year running 1 April to 31 March at 47%, gets modelled on that separate timeline rather than folded into the income-year numbers.
Where the modelling goes
We hand the modelling and the options it produces to your TPB-registered agent, who confirms the position once a written supervision agreement between us is signed, and, where a resolution or election needs to be made, tells you exactly what has to be signed and by when. We do not give tax guidance ourselves; we build the numbers the guidance gets based on.
Why it starts earlier than filing season
A decision modelled in March has options a decision modelled in June does not. Because the same team already closes your books by business day five every month, the numbers behind a planning conversation in October are as current as the numbers behind one in May.
Questions
Frequently asked questions: Tax planning support
Is this the same as getting tax advice from you?
No. We build the projections and model the options. Your TPB-registered agent gives the advice and confirms the position, once a written supervision agreement with us is signed.
When should planning conversations start before year-end?
As early as practical. Decisions modelled several months before 30 June have more options than ones modelled in the final weeks.
Does this cover the base rate entity test?
Yes. We track whether your company still qualifies for the 25% base rate against the standard 30% rate as part of the forward model.
What is not included in tax planning support?
We do not give binding tax advice or sign off on a strategy as a licensed adviser. We model scenarios and outcomes under the supervision of your registered agent, who provides the advice itself.
Is this different from tax preparation?
Preparation reports what already happened. Planning looks ahead so this year's return has fewer surprises on it.
When should planning start?
Mid-year is usually the best window, early enough to still change an outcome, late enough to work from real numbers.
What is included in tax planning support?
Tax planning support covers mid-year projection of income and liability and entity-structure comparison when growth changes the picture. The exact scope is agreed and set out in writing before work starts, so you know precisely what is and is not covered before the first deliverable arrives.
How is tax planning support priced?
Pricing for tax planning support depends on your transaction volume, the software you use, and how much cleanup is needed before ongoing work starts. Current ranges are published on the pricing page, and your exact fee is confirmed in writing before anything begins.
Related services
- Tax prep supportEstimated tax payment supportSupport for calculating and scheduling quarterly estimated tax payments so a large bill never arrives as a surprise at filing time.
- Tax prep supportR&D tax credit preparation supportPreparation support for documenting and calculating a research and development credit, built from project records and your bookkeeping so the position is defensible.
Industries
Next step
Talk to the team that would run your books
A short call covers your setup, your software and what a first month would look like. You get a written scope and price after it.