Trust tax return | year ending 30 June  
INFO & GUIDE    
Trust Tax Returns are a flat $220 including Reports, and Financial Statements are an additional $220 if required.  
Returns are emailed to you for review & signature, and lodged within 24 hours, providing receipt of all information.  
To start, simply select the relevant year above, submit details below, and we will contact you with any queries.  
   
 
ENTITY DETAILS  Privacy Policy  
TRUST NAME & TFN  
TRUST TYPE    
TRUSTEE COMPANY NAME    
TRUSTEES OR DIRECTORS  
EMAIL ADDRESS  
TELEPHONE  
YOUR ADDRESSES  
   
BUSINESS DETAILS  
BUSINESS DETAILS activity
ABN NUMBER
TRADING PERIOD to change if different
GST REGISTERED ?


 
FINANCIAL INFO  
*NOTES - Enter all amounts below, where relevant, excluding GST from income and expense amounts if you are GST registered. Alternately email your books, reports or software datafile to us at tax@bcaccountants.com.au. or you can also fax information to us on 1300 019 871.
     
INCOME    
gross income  
other income
     
EXPENSES    
accounting & tax  
advertising  
bank charges  
bank merchant fees  
borrowing costs  
cleaning & waste disposal  
computer rent & expenses  
depreciation
electricity & gas  
equipment hire  
equipment < $1000  
equipment > $1000
fees & permits  
interest  
insurance  
lease instalments
loan repayments
materials & stock
motor vehicle expenses
office expenses  
rent
repairs & maintenance  
replacement tools  
salaries & wages include Gross including PAYG Witholding Tax
sundry expenses  
superannuation  
telephone  
travel & accomodation
other not mentioned
PAYG Instalments paid  
Profit Distributions
   
ASSETS
LIABILITIES
TRUST EQUITY
OTHER INFORMATION*
*we will also contact you for any further information requirements
 
I/we confirm I have all receipts & records to evidence the above, and have excluded any private use from amounts
I/we require trust financial statements to accompany the taxation return (additional $220)
Additional work is required - Please contact us for a quote/estimate.
 
   
FEES    
SELECT FEE PAYMENT METHOD. To keep our costs low, payment is required prior to commencement of all services.  
PAYMENT OPTIONS:
CARD DETAILS:
Card Number
Card Expiry mm/yy
Card Name
AMOUNT DUE:
 
Total Payable inc GST
 
 
   
DECLARATION & CONSENT  
I/We declare that all the information provided above is true and correct, and I understand the tax law imposes heavy
penalties for giving false or ommitting information. I/we have all the necessary receipts and records to evidence the
claims for deductions. I authorise our tax agent BC Accountants to lodge the tax return based on this information.
 
 
PRINT & LODGE FORM PRINT A COPY PROCESS FORM  
 
 
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