SERVICES

Accounting and Tax Specialist

Clear, practical services for individuals, sole traders, companies, trusts and partnerships.

CLIENT FORMS

Choose your service to get started

Download the English PDF for your service and prepare the supporting documents in the checklist. Contact our team to arrange a suitable way to provide your completed information.

Individual Tax Returns

Preparation and lodgement support for individuals, with attention to accuracy, compliance, and your circumstances.

Individual tax return checklist

Personal details, tax year, residency changes and previous tax return if you are a new client.
Income statements, bank interest, dividends, managed fund statements and other income records.
Work-related expense receipts and supporting records, including business-use calculations where relevant.
Donation receipts, tax agent fees, private health insurance details and personal super contribution acknowledgements, if applicable.
Rental, investment sale, overseas income and sole trader records, if applicable. Provide sensitive details through the secure form.

RELATED SCHEDULES

Rental Property

Rental property checklist

Property address, ownership shares and dates rented or available for rent.
Agent annual rental statement, rent received and periods of private use.
Loan interest statements and receipts for rates, insurance, repairs and other property expenses.
Depreciation schedule and details of renovations, improvements and newly purchased assets.

Download English PDF

CGT on Real Estate

Property sale checklist

Purchase and sale contracts, settlement statements and ownership shares.
Legal fees, stamp duty, agent commissions and other purchase or sale costs.
Capital improvement receipts and relevant depreciation or capital works records.
History of main residence, rental and private use; relevant valuations, residency changes and withholding documents.

Download English PDF

Download English PDF

Company Tax Returns

Tax return preparation aligned with your company’s reporting obligations and business structure.

Company tax return checklist

Company name, ABN/ACN, financial year, director details and changes in ownership or business activities.
Accounting software access or year-end profit and loss, balance sheet, trial balance and general ledger.
Bank, credit card and loan statements; sales invoices, expense receipts and reconciliations.
Asset purchases and disposals, stock on hand, debtors, creditors and director or shareholder loan balances.
Previous financial statements and tax return, BAS records and relevant supporting schedules. Complete agent nomination when required.

Download English PDF

Partnership Tax Returns

Client and partner information to support partnership tax return preparation.

Partnership tax return checklist

Partnership name, ABN, financial year, partnership agreement and details of all partners.
Profit-sharing ratios and changes in partners or the agreement during the year.
Accounting records, sales invoices, expense receipts and reconciled bank statements.
Partner contributions, drawings and loan balances; assets, stock, debtors and creditors.
Previous partnership return and financial statements, BAS records and other income or investment schedules.

Download English PDF

Trust Tax Returns

Trust, trustee and beneficiary information for GPA to review your tax requirements.

Trust tax return checklist

Trust name, ABN, financial year, trust deed and amendments, and trustee details.
Beneficiary details, distribution resolutions and records of entitlements and payments.
Accounting records, bank statements, income statements and expense invoices.
Investment, rental and asset disposal records, loans and unpaid beneficiary balances, if applicable.
Previous trust return and financial statements, relevant elections and BAS records. Complete agent nomination when required.

Download English PDF

Company / ABN Registration

Support with Australian company setup and ABN applications for eligible businesses.

ABN Registration checklist

An ABN identifies your business on the Australian Business Register. Eligibility depends on your business or enterprise activities; an ABN does not itself register a company.

Business structure and legal name; ACN for an existing company, if applicable.
Business start date, main activities, trading locations and reason for applying.
Business and postal addresses, email, phone and authorised contact details.
Associate details, such as partners, directors or trustees, as applicable to the structure.
Existing or previous ABN details and tax residency information, if applicable.
TFN or identity information may be needed for verification; arrange secure delivery with GPA.
Evidence of business activity or steps taken to start the enterprise, if requested.

ABR: ABN application requirements

Company registration checklist

For a typical Australian proprietary company limited by shares (Pty Ltd). GPA will confirm any additional requirements for your structure.

Proposed company name, alternative names, company type and state or territory of registration.
Registered office and principal business addresses in Australia. Obtain the occupier’s written consent if the company does not occupy the registered office.
For each director and optional secretary: full and former names, residential address, date and place of birth, and signed consent.
For a proprietary company, at least one director must ordinarily reside in Australia. Directors must be at least 18 and apply for a director ID before appointment.
Shareholder names and addresses, share classes, quantities, amounts paid or unpaid, and written agreement to take the shares. Tell GPA if a shareholder is a company or trustee.
Choose replaceable rules, a constitution or a combination. Provide ultimate holding company details if applicable.
Tell GPA the intended business activities, contact person and start date, and whether you also need ABN, TFN, GST or PAYG registration support.

ASIC: Register a company

Download English PDF

BAS/GST Returns

Prepare your sales, expenses and capital purchase records for BAS and GST reporting.

BAS/GST checklist

Business name, ABN, reporting period and GST accounting method (cash or non-cash).
Completed BAS template or accounting software reports covering sales, expenses and capital purchases.
Sales records, supplier tax invoices, receipts, credit notes and any GST adjustments.
Bank and credit card statements reconciled to the reporting period.
Identify GST-free or other non-taxable transactions and private-use portions. Include ATO activity statement notices and prior adjustments if applicable.

Download BAS template (Excel)

BUSINESS SUPPORT

We understand your business operations

Accounting Services

Ongoing accounting support to help keep records organised, reporting timely, and decision-making clearer throughout the year.

Company Financial Statements

Company financial statement preparation designed to support compliance, visibility, and informed business management.

Tax Consulting

Advice on tax matters, planning considerations and business decisions.

We work with Xero and QuickBooks to support accounting, financial statement preparation and tax return preparation.

FREQUENTLY ASKED QUESTIONS

Before you get started

Tax questions and BAS templates →

Download BAS template (Excel)

How to nominate a tax agent for a company or trust?

Use ATO Online services for business to nominate your agent, then tell GPA when completed. Our Help page explains the steps.

View agent nomination instructions

Download ATO agent nomination guide (PDF)

Which form should I use?

Choose the form for your tax or business structure. Rental and property-sale schedules are completed separately for each property. Contact GPA if you are unsure.

Can I download and complete a PDF?

Yes. Each service has an original PDF download. Contact our team to arrange a suitable way to provide the completed PDF.

Do you publish fixed prices?

Please contact GPA to discuss the scope of your work.

LET’S TALK

Speak with GPA Professionals

Contact us to discuss your accounting and tax needs.

charlie.c@gpaprofessionals.com

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