Hooray! We are SO thrilled to have you join us as a Tax Services direct debit client. Thanks so much for being an awesome supporter of our business - it means the world to us! π
When you sign up for a Monthly Direct Debit (MDD) package with Balance Tax, you will receive an email from our team outlining the specific services in your package.
How Do I Book the Tax Services included in My Package?
BAS Returns & Super Guarantee - We Will Book for You!
We will send you a reminder the end of the quarter is coming up ahead and ask you to make sure your bookkeeping file is BAS Ready.
We will then drop into your Xero file and as soon as we see your transactions are all reconciled, we will send you an email confirmation that your BAS (+Super if you need that too!) has been added to the job queue.
Finally, we will make sure your BAS and Super are completed and sent to you before the due date. ο»Ώπο»Ώ
Not sure how to code something or have a question on a transaction?
Drop a note under the Bank Rec "Discuss" tab, and we will have a look and let you know how to code these. We are here to get you feeling confident about your Xero skills!
Tax Return πΈ
When you sign up for your MDD package, we will ask you to select a timeframe in which you would like your tax returns to be completed. This will allow us to ensure we can schedule all our jobs to serve our incredible clients to our super high Balance Tax Standards, and not be overwhelmed with work.
Based on the window you select, and when it is time for your tax return to be started, we will email you our tax questionnaire so you can send us all your tax info that is not included in your bookkeeping software. If your details are the same as last year, simply let us know in the form and click "Send".
15 May 2024: Due Date for 2023 Tax Returns
Check out the video below of our team explaining our workflow and have a giggle at all of us dressed in our tax angel wings. π
HOW TO CALL IN ADDITIONAL SUPPORT FROM US:
Video Answers, Meetings, & Other Services
Any time you have questions or need to run something past us, you have complimentary email access to our Client Care team during business hours Monday to Thursday.
If you need specialised support, book in for a video answer from one of our experts.
If you need more in depth tax advice, book in for a 20 minute or 40 minute consultation with our Tax Manager, Marilyn.
Want to learn business money skills from Diana?
Diana is on a mission to teach 1,000 Business Owners the money skills required to build a sustainable and profitable business. Check out the Diana Todd Website for these Money Skill programs.