Tax Returns

Tax Returns

No matter what your work is or where you are, we provide online tax returns and we also can come to you. We provide a wide range of tax compliance services including tax returns, bookkeeping, BAS, business advisory to all individuals and small businesses. Whether you are an Uber, taxi or truck driver; tradie, employee, hospitality or retail worker; professional and medical profession like a doctor, nurse or paramedic, our well experienced tax agents and accountants can help you. Our mission is to provide you the best service to your accounting and business needs.

Whether your employed, have shares or an investment property; a sole trader in business, no matter your situation we’re here to help.

Do you need bookkeeping services, whether in Xero or QBO? Or, payroll like super, staff taxes and wages? We’re here to help were Xero certified Advisers and Quickbooks Advisers too.

We have well qualified tax accountants with over 20 years experience to help with your tax needs.

BAS Returns

Our registered BAS Agent is based in Toowoomba Queensland.
 BAS ReturnsShaun McAtamney offers affordable bookkeeping and BAS compliance services for $35 per hour (less if we agree to a ‘rate per month’).
BAS services offered include:

  • All GST matters
  • All Wine Tax, Fuel Tax, Luxury Car Tax matters
  • Payment of FBT
  • All aspects of Payroll that relate to the withholding of tax amounts and the reporting of that amount to the employee and the Tax office
  • All aspects of other PAYG Withholding amounts: ie no ABN, Interest & Dividend
  • All aspects of the payment of income tax via PAYG Instalments
  • All aspects of the Taxable Payments Annual Reporting system
  • All aspects of Superannuation Guarantee system as related to payroll & the Charge

We can also:

  • Design and set up compliance systems
  • Advise on how the above areas of law effect them
  • Review operations in relation to these areas of law and provide certainty to that client that they are getting it right.

Payroll Services

Administering your payroll can be time-consuming and
divert you from your Payrollcore business activities.
Added to this, payroll and employment legislation 
are growing increasingly complex.

We can relieve you of this burden by providing a comprehensive, confidential payroll service that includes:

  • Customised payslips
  • Administration of PAYG, statutory sick pay, and annual leave
  • ATO filing
  • Summaries and analyses of staff costs
  • Administration of incentive schemes, bonuses, and termination payments

Even if you only have a few employees, you will save by engaging us to administer your payroll.

Bank Reconciliation Services

Have a certified bookkeeper manage your bank accounts. Bank Reconciliation Services
This will give you a clear understand of cash in your company.  

Have you ever looked at a report and felt like your bank
balances were wrong?
Chances are that your bank accounts are not reconciled.  

Bank reconciliations are one of our core services.
It gives our clients a clear view of their cash positions, and that means better decision making. There’s nothing worse than not knowing if you can invest in a new piece of equipment.  Hoping that the check will clear is not a good business strategy.  It’s time to master your cash.

What’s Included in Our Bank Reconciliation Service:

  1. Daily, weekly, or monthly data entry from your bank accounts to your accounting software.
  2. Reconciliation of all cleared transactions, open deposits, and open checks. 
  3. Matching bank reconciliation balances to your trial balance for financial statement review.
  4. Cash reporting as needed. 

Accounts Receivable Services

Accounts Receivable

We can prepare invoices for you, send them to your clients directly, Accounts Receivable
keep track of who has paid, when they paid, which invoice they paid against and provide you with regular reporting so you can see where things are at.

Gain control over people that owe you money

Imagine you had a dedicated staff member who could follow up with your debtors on a particular day of each week or month all year round. At Upgrade Bookkeeping, we can be that staff member! We will work with you to implement an ongoing system to follow up with your clients to ensure you are getting paid.

What we do

We can send reminders to your debtor before the invoice becomes due or call a debtor on a certain day of the week? We can even chase the debtor after a certain amount of days after the due date?

We can use your email address (e.g. [email protected]) to send friendly email reminders to your customers, we can make follow up calls as a member of your organisation and also send you customised reports giving you complete information about your receivables. We can issue friendly reminders or take a much harder approach – the choice is completely yours. The end result is your clients paying you on time and a much more consistent cash flow!

Accounts Payable Services

Accounts Payable Services by Upgrade BookkeepingAccounts Payable

We understand that the Accounts Payable Process is critical for maintaining good supplier relations and optimising the cost. Hence at Upgrade Bookkeeping we constantly endeavor to increase efficiency and help you to reduce costs. Our accounts payable services help in smooth managing of accounts payable process flow by automation and reporting. We help organisations in making timely payments whereby helping them to take benefits of early payment discounts and an increase in organisational efficiency.

Our accounts payable services help you to:

  • Meet your regulatory requirements
  • Optimize your cost by timely payment of bills and avoiding interest and penalties
  • Optimizing working capital management
  • Getting vendor discounts
  • Avoiding Duplicate Payments
  • Increase in financial Control for top level Executives

We can help you convert your paper business into live data online helping you to fetch as many reports you can by focus on automation of the accounts payable process flow through combination of people and softwares. You will be provided with regular aging reports for better understanding and decision making.

Budgeting Services

A big part of Upgrade Bookkeeping’s budgeting service, in particular, Budgeting
is changing the “money mindset” of people that seek assistance. Generally,
people struggling to stick to a budget have unhealthy money habits which stem from a negative money mindset. Upgrade Bookkeeping not only optimises a budget for you, but we also give you tips and tricks that assist you in sticking to the budget.

It’s important to note that, even with little income, there are ways to assist you in reducing debt and expenses (even when you think you’re already living frugally!). The budget help we offer clients starts with a consultation, we then let you know what’s possible and plan to get you there. This is based on your financial aspirations. Where do you want to be? Upgrade Bookkeeping gives you a plan and show you how long it will take to get there. After that, it’s just a matter of sticking to the budget, watching your money grow and looking forward to a new financial future.

Note: What’s often most intimidating for people, particularly when they’re looking to pay someone to get financial help, is being locked into a contract. Unlike our competitors, we do not lock you into an agreement, so when you decide you no longer need us to manage your budget for you, you’ll be given a personalised budget for the next 12 months to ensure the healthy habits you have got into continue for life.

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  • Tax return,
  • BAS return,
  • Bank reconciliation,
  • Accounts receivable,
  • Accounts payable; or
  • General bookkeeping and get free budgeting support for 6 months. Free, no-obligation consultation and quote:

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