Just the Tax

For when you just need the tax done.

This program works best if you have fairly straight forward needs and are looking for help with your annual compliance and tax returns. 

This is exactly as advertised and we help you out with only your end of financial year tax returns and financial statements. 

To use this service you need to be a client of one of our registered bookkeepers. We support our bookkeepers so that they can best serve you and that means that we give them preferred access to our programs and additional training. 

Just ask your bookkeeper if they are part of our Group, or just send them a link to this page and ask them to contact us for a confidential chat.

Our fixed fee approach means that you have no surprises with all fees bundled into affordable monthly payments. You know exactly what to expect and regular payments help keep your cash flow in perfect order. 

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 $140 per month

Services (Deliverables)

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
5 business days via Email

Silver

from $165 per Month

Services (Deliverables)

Initial Onboarding Program

Initial Tax Review

Tax Planning and Smart Tax Strategies

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
Silver Support – 48 hour response via Email

Gold

from $220 per Month

Services (Deliverables)

Initial Onboarding Program

Initial Tax Review

Tax Planning and Smart Tax Strategies

End of Financial Year Financial Statements

End of Financial Year Tax Package

Annual Business Performance and Management Reports

Annual ASIC Compliance & Corporate Registry

Compliance Monitoring

Supported Software – Xero

Support Level

Dedicated Client Service Contact

Access and Support
Gold Priority Support – 24 hour response

Additional Optional Services

Advisory – Annual Plan

Advisory – Cash Flow

Advisory – Financial Budget

Advisory – Key Performance Indicators

Advisory – 12 Month

Profit Improvement Plan

Customised for your Business

Special Offer

Sign up for a 12 month package and you will get a complimentary Xero Health Check in the first Month and access to an on-demand Business Bootcamp where over just 4 sessions you’ll be able to recharge your business by improving productivity and increasing your profit. 

Together these are valued at over $1547.

Frequently Asked Questions

What if I want more than Just the Tax?

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.

What’s the difference between compliance packages and advisory services?

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. 

Can I upgrade?

You can upgrade from Just the Tax to one of our Packages, where that happens we need to work through a transition program to ensure that there is a good handover.

I do my own data entry, what do I choose?

These plans are for clients who want to essentially outsource their accounting and bookkeeping function. As your business grows and you get busier you may not have the resources, the time or the expertise. These programs bridge the gap between too big to do it yourself yet too small for an in-house team.

As you can see all of these programs are more ‘hands-on’ from our end with a view to making sure that you are compliant and up to date.

We do have other plans available which provide support if you do your own general data entry necessary to maintain your own records. In these programs, we encourage you to do as much as yourself as you can and then we support you through the process with LiveAdvisor.

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

I want to get started, what do I do?

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.

Are there any setup fees?

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

What is expected of me as a client?

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.

What does fixed fee mean?

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.

How am I billed?

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.

When does the plan start?

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.

Is the plan a contract?

Yes. Your plan is a contract for a period of 12 months from1 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 return for the following year.

Our services are delivered over the financial year and our pricing is designed to reflect this.

Additional fees apply for plans that start part way through a financial year (1 July to 30 June) as follows:

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.

If you have the prior year annual return compliance work (tax returns) due then we will prepare a separate engagement for this once we have evaluated your records.

I need help with something not included here.

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.

What happens if my business changes during the year?

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.

Don’t see what you’re looking for?

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. 

Not ready to commit?

That’s OK, you can either have a look at Just the Tax compliance services

Or choose to take a 90 Day Trial. Work with us for a quarter to see if you like our style and whether it works for you.