Business Income and Expense Declaration
(- Fill in and submit this form (without our assistance) to be considered for our discounted $220 to $330 fee for a yearly business tax return.
- For sole-trade non-GST registered business only.
- Ts&Cs apply - retail fee starts from $440.)
Disclaimer: The contents of this form are confidential and may be protected by copyright and/or legal privilege. Any unauthorised use, reproduction, disclosure or distribution of the information contained in this form is prohibited. Anyone intending to apply any information contained in this form to their practical circumstances should seek professional advice to independently verify their interpretation and the information’s applicability to their particular circumstances. This is NOT the actual BAS form for lodgement to the ATO. This form is used by us for the purpose of collecting your or your entity’s required true and correct information to consider a discounted fee for the business section of your tax return lodgement only. This discounted fee apply to small businesses with simple tax affairs only where total income and expenses are less than $45k and $10K respectively. Extra fees would apply if this would require our assistance or inquiry or review or if you have other incomes (i.e salary, wages, shares etc) and expenses and/or visit us for an in-person consultation. For ease of sharing your information with us, we may still ask you to fill in this form even when a discount is not applicable due to the nature and scale of your business.
Instructions:
✅ Fill in all required fields with red asterisk mark *.
✅ Rotate your mobile device to landscape mode to see the full instructions in the form-fields.
✅ Complete the Google reCAPTCHA ("I'm not a robot") if prompted.
✅ Click Next/Submit.
If successful, you'll see:
👉🏻 A confirmation message ("Form submitted successfully").
👉🏻 Client-to-agent nomination steps for partnership, company, trusts and other applicable entities.
👉🏻 Option to book an appointment (if applicable).
If the page doesn’t advance:
☑️ Ensure all fields are filled.
☑️ Check that reCAPTCHA is completed (at least accept reCAPTCHA cookie before start using the site).
☑️ Refresh the page and resubmit.
☑️ Start a new session if issues persist or call us for assistance (0422 270 122).