Tax Schedule of Fees

Minimum Charges Inc. GST from 1 July 2014

 

 

Tax Returns

 

Individuals:        

 

Basic Return with Appointment

$198

Basic Return without Appointment & Accurate Individual Schedule completed by client    

$143

  • Additional schedules (ie; Rental Property, Business Schedule or Capital Gains Schedules                          

$275

Per schedule

  • Additional summations i.e.; dividends & medical expenses will incur additional time based fee

Hourly Rate

  • Additional tax planning and tax advice, chasing missing information, answering additional queries, and ATO issues           

Hourly Rate

(Please note that for Individuals with additional schedules, summations or complicated tax advice we aim for a 14 day turnaround from when we receive all required information)

Company and/or Trust Return (only)

$990

Company and/or Trust Return with Full Financial Statements

$990 plus Hourly rate

(Please note that for Company/Trust returns we aim for a 30 turnaround from when we receive all required information and they won’t be processed in July & August unless otherwise agreed upon)

 

Other/Additional Charges

 

Business Activity Statement

$440-$660

Lodging client prepared BAS

ABN/GST Application

$110

$198

Trust or Company Setup

$1,100

Trust Setup with Company Trustee

$2,200

ASIC Changes (price per change)

PAYG Variations

Medicare Levy Exemption 

$185

$185

$185

Residential Mortgage Broking and Leasing

Free of charge

Insurance

Free of charge

Property Portfolio Plan

$385

Tax, Business, Commercial Lending, GST Advice (Principal)

$440 p/hour

Telephone calls, emails, drop-in enquiries, extra appointments, tax planning advice, ATO issues, all other enquiries

Hourly rate

 

 

Hourly Rates

 

Principal Accountant

$440 p/hour

Senior Accountant/MYOB Specialist/SMSF and Superannuation Specialist

$275 p/hour

General Accountant/General SMSF and Superannuation Work

$180 p/hour

General MYOB Support/Processing/Administrative Work

$90 p/hour




 

Terms:

  • Our fee schedule can be found at http://www.wfscanberra.com.au/fees/taxation
  • Returns will not be processed until Quote is accepted
  • Additional fees will apply for extra services performed outside scope of quote or for other unforeseen circumstances 
  • Individuals must pay prior to lodgement of return or by fee from refund
  • 7 Day accounts only.  Where your account exceeds 30 days it will be referred to debt collection and all debt collection costs will be added to your account. Debt collection fees are calculated at $30 per month and we also reserve the right to charge Interest at 10%pa on overdue accounts
  • Monthly billing and payment in advance applies to clients whose annual billing exceeds $2,750pa
  • If job turnaround time is delayed due to your documentation not being completed or other circumstances outside WFS control we will issue with a Work in Progress Invoice (WIP Bill)
  • Individual Tax Returns will be processed within 28 days of receipt of all documentation
  • Business/Company/Trust/SMSF returns will not be processed before October unless otherwise agreed upon
  • Business/Company/Trust/SMSF returns are processed on a First in First out basis and will generally take at least 60 days to process or more in peak periods
  • There is a 1% surcharge on credit cards. 
  • These are minimum charges and a guide only