Just The Tax
This program works best if you have fairly straight forward needs and are looking for help with your annual compliance and tax returns.
Only the essentials —Preparation of financial year end tax returns, and financial statements.
Affordable monthly fixed fee approach means no surprises
We work with and support registered bookkeepers
Perfect for people who only want to do essential compliance work and don’t need much help during the year.
Get in touch with any questions
What is it?
Our Just the Tax program was developed because a number of clients asked for it. This is exactly as advertised and we limit our services to only the preparation of your financial year end tax returns and financial statements.
We offer a fixed fee approach. This means that you have no surprises because all fees are bundled into affordable monthly payments. You know exactly what to expect and when. This helps keep your cash flow in perfect order.
When you first come to work with us, we will agree on a price for any work to be undertaken from the start and then agree to a monthly ongoing amount after that. If there’s anything extra that comes up then we’ll agree to a price on that as well.
We don’t charge separately for every 2 minute phone call or email as that is just part of our service, but it will be subject to fair play. Also please keep in mind that you are choosing a service standard level when you select a package.
Sign up for a 12 month package and you will get a complimentary Xero Health Check*
* Terms and conditions apply.
Who is it for?
This program is best suited for people who don’t want all of the bells and whistles. It is for someone who only wants the annual compliance work taken care of.
You can access all other full service accounting options if you need them.
To use this service you must be have a qualified bookkeeper, or be skilled yourself.
Our Packages
These packages are designed for businesses as all stage of their journey, from start-up to well established.
We offer annual contracts with ability to change your plan either up or down, as you need.
You also have the option of customising any of the packages below, just get in touch with us to see how we can help.
Bronze
from $165 per month
Initial Onboarding Program
End of Financial Year Financial Statements
End of Financial Year Tax Package
Annual ASIC Compliance & Corporate Registry
Supported Software – Xero
Support Level
Dedicated Client Service Contact
Access and Support
Online Support within
3 business days via Email
Silver
from $197 per month
Initial Onboarding Program
Initial Tax Review
Smart Strategies (Group)
End of Financial Year Financial Statements
End of Financial Year Tax Package
Annual ASIC Compliance & Corporate Registry
Supported Software – Xero
Support Level
Dedicated Client Service Contact
Access and Support
Priority Support within
48 Hours
Gold
from $297 per month
Initial Onboarding Program
Initial Tax Review
Smart Strategies (Group)
End of Financial Year Financial Statements
End of Financial Year Tax Package
Annual Business Performance and Management Reports
Annual ASIC Compliance & Corporate Registry
Quarterly Compliance
Monitoring
Supported Software – Xero
Support Level
Dedicated Client Service Contact
Access and Support
Premium Support within
24 Hours
Download our Just the Tax brochure
Discover our Just the Tax program for simplified tax solutions and peace of mind.
Additional Services
Discounts on the following services are available based on the pricing plan you choose.
Advisory – Annual Plan
Advisory – Financial Budget
Customised for your Business
Frequently Asked Questions
You will see that we have a number of business advisory add ons that you can use to help take your business to the next level. If that is what you are after then perhaps take a look at our Advisory packages.
The easiest way to explain is to say that compliance are services look back in time. These include tax returns, year end and monthly accounts will generally deal with known facts and figures.
Advisory services, look at the now and into the future. Referencing the past and building from the compliance reporting, advisory is focused on the future and is driven by what you want to achieve.
You can upgrade from Just to the Tax to one of our Strategy + Tax packages. Chat to your client services expert and they’ll guide you through the upgrade to make sure everything is seamless. We generally time our upgrades to be in line with a quarter.
Unless you use a bookkeeper or are a bookkeeper/accountant yourself, then we will need to review your accounts before we agree to take on your work with Just the Tax. This is so that we can get an idea of the type of input, quantity and general state of your accounts. So just get in touch, and send us through an Advisor Invite (LINK) to get started.
If you work with one of our recognised bookkeepers, or have your own bookkeeping skills, then you may be eligible to use Just the Tax
We set a Discovery Meeting so that we can better understand your needs.
After making sure that we understand where you are coming from, we will provide you with an engagement letter to sign. After you accept, we then begin our on-boarding process, which includes some or all of the following (depending on your package level):
- Gathering all necessary information about you and your business
- Conducting a Xero Health check
- On demand training on Xero and best practices using Bee Group Accounting systems and procedures
- Adding you to our Tax Agent lodgement program so that you receive concessional due dates on your activity statement and income tax return lodgements
- Reviewing your position with the ATO including details, outstanding lodgements & account balances
- Reviewing your position with ASIC (for companies) including details, outstanding lodgements and debts, submitting application to act as an agent
- Reviewing your business structure
Our onboarding process ensures that any issues are identified early, your financial information is accurate, and there is a foundation for your ongoing services to be delivered efficiently.
If you are on Xero there are no setup fees.
Xero Health Check
When you first come on board with a Plan, we conduct a complimentary Xero Health Check. This helps us conduct an assessment of your Xero file to ensure that it is in tip-top shape.
Where we find incorrect financial information relating to periods prior to our engagement or other issues that will affect the ability for us to effectively deliver our services, we will advise and provide a fee estimate to rectify these matters.
Xero Conversion
For existing businesses coming from another accounting system (e.g. MYOB), we will need to convert your information to Xero. This process varies from client to client, depending on factors such as the volume of data and the state of existing records. A fee estimate will be provided prior to commencing the transition process. More on this process can be found here > Xero Migration & Conversion
With these plans our goal is to efficiently meet the agreed deliverables. We drive the process and do everything that we can to meet these deliverables.
For us to be able to do this, we ask that you:
- Have a person (or people) in your business who are responsible for providing information and actioning requests
- Provide accurate and timely information when requested
- Action our requests promptly
- Consider our advice, when provided, with appropriate time and attention
- Take the time to learn from us
We will go the extra mile to help you meet your responsibilities however where you fail to meet them, additional fees may apply, as the nature and scope of our engagement may change.
Fixed Fee Plans are fixed to the advertised monthly fee for the service deliverables listed above. More detail on this is covered in scope document in our engagement letter.
Services provided outside of scope will be billed in accordance with our terms of service or as specified in a engagement letter.
In addition, please refer to the information below relating to plans that start part way through a financial year.
Your monthly fee for your selected Plan will be direct debited from your nominated bank account. You may also choose to use a credit card however a surcharge may apply. Refer to the engagement letter for additional information.
We use Practice Ignition to manage both our engagement process, billing and collection.
Your plan will commence on an agreed date which is typically the first day of the month following the return of your signed engagement letter.
An annual billing cycle runs for the period 1 October to 30 September.
Fixed Fee Plans commencing in October
No additional fees are payable for services outlined in the Fixed Fee Plan
Fixed Fee Plans commencing post October
As a first time client we cannot be entirely sure of the state of your affairs until we begin work. Our onboarding process will help us identify any issues or concerns. After our discovery call we generally have a reasonable understanding of your requirements and will seek to provide you with a first year fee estimate that covers everything through until the 30 September the following year.
Yes and No. Your plan is for an agreed term for the 12 month period from 1 October to the 30 September. This is designed to cover the first BAS Quarterly period for September (due 28 October) through the lodgement of your annual tax return for the following year.
The services are delivered over the financial year and our pricing is designed to reflect this.
We will not lock you into something that doesn’t suit either of us. We want clients to be happy. That said, any fees paid up to the time of termination will not be refunded. You can see our Terms and Conditions for more information about this.
Our Fixed Fee Plans have been designed to accommodate the annual business accounting and compliance needs for the majority of clients. We understand that every business is unique and from time-to-time you may require services outside of what’s included in your plan.
On such occasions, we will let you know what needs to be done and will clearly advise you on any additional charges prior to working on the assignment. If you have a specific requirement not covered by the services listed in your relevant plan, please contact us.
Your plan is fixed for the financial year and any changes to your pricing will be made at the end of the financial year. For example, if your business has no employees when you sign your engagement you will be on the ‘Bronze Starter’ plan. If during the current financial year, you employ five people, your plan and pricing will not change. Your plan would be revised at the end of the financial year to the ‘Team’ plan.
We take this approach in good faith and to provide certainty for your annual accounting fees. Please note, we reserve the right to change your plan during the financial year where there are substantial changes to your circumstances.
No worries. We offer these structured package options to cover wide range of businesses from start-up to well established. Just book in a Discovery Call to see if we can tailor a package to suit what you need.
