All preparation and lodgement of documents is conducted and reviewed by a qualified professional, in accordance with applicable accounting regulations and tax law. We do not rely on artificial intelligence-assisted systems.
Proof of Identity (POI) and Engagement Letters
Proof of Identity (POI) will be conducted for all individual and non-individual clients, either via video or face-to-face. A formal engagement letter will be provided and must be signed before we commence the work. Separate engagement letters are required for each legal entity or individual client. The engagement is agreed on a yearly basis. Each year a new engagement must be signed, as fees, services, and conditions may change.
Director Qualifications
Our Director, Wanyue Fang, completed a Master of Professional Accounting at Monash University in 2017. She is a Chartered Accountant and a Registered Tax Agent, holds a Certificate of Public Practice, and completed a Graduate Diploma of Applied Tax Law in 2025. Wanyue also holds Xero Level 2 Professional Certification and is a Xero Payroll Specialist.
We provide Australian proprietary limited company registration services using Cleardocs (an authorised ASIC software provider) and our tax agent online services.
Our service includes:
Preparation of all necessary company setup documents provided by Cleardocs, including Company Constitution, Consent to Act as Director, Consent to Act as Secretary, Application for Shares, Minutes of a Meeting of Directors, Share Certificates, Consent to Act as Public Officer, Registered Office Consent, etc.
Preparation & electronic lodgment of company registration with ASIC using Cleardocs, with Australian Company Number (ACN) and Certificate of Registration issued upon successful lodgment.
Preparation & electronic applications of Australian Business Number (ABN) and Tax File Number (TFN) with the Australian Business Register (ABR) using Tax Professional Services.
Preparation & electronic applications of Goods and Services Tax (GST) and Pay As You Go (PAYG) withholding (if applicable) with the Australian Taxation Office (ATO) using the Tax Agent Portal.
Preparation and lodgement of business name registration with the Australian Securities and Investments Commission (ASIC), where applicable.
Bookkeeping
Scope of Services
We provide comprehensive monthly company bookkeeping services using Xero cloud-based accounting software, including:
1. Bank, Purchases & Sales
Processing and recording purchase and sales invoices in Xero.
Recording and allocating customer receipts to sales invoices in Xero based on information provided by the client.
Reconciling all bank accounts in Xero.
2. Payroll & Super
Processing payroll and lodging Single Touch Payroll (STP) reports to the ATO using Xero Payroll.
Processing superannuation using Xero Payroll.
3. Reporting & Compliance
Preparing Xero-generated standard monthly management reports and making adjusting journal entries where necessary.
Preparing and lodging monthly Instalment Activity Statements (IAS) and/or quarterly Business Activity Statements (BAS) using Xero Tax. This includes, where applicable, reporting for GST, PAYG withholding, PAYG instalments, and Fringe Benefits Tax (FBT) instalments.
4. Payments Services
Processing supplier, payroll, superannuation, and tax payments via Xero payment workflows, including preparation of Xero batch payment files for supplier and payroll-related payments, SuperStream-compliant processing of superannuation via Xero Payroll, and preparation of tax and other payment instructions for client approval.
Please note: We do not access, operate, or process any transactions through client bank accounts.
Business Activity Statements (BAS)
Scope of Services
We provide quarterlyBAS preparation and lodgment services including:
Review and reconciliation of accounting records for BAS reporting.
Preparation and lodgment of quarterly BAS, including all relevant GST, PAYG withholding, PAYG instalments, and other reporting obligations.
Assistance with ATO correspondence and support for ATO reviews or audits directly related to the BAS (if required), including assistance with documentation.
Income Tax Return
Scope of Services
We provide income tax return services including:
Preparation and lodgment of income tax returns, including all relevant supplementary schedules.
Management of correspondence with the Australian Taxation Office (ATO) on your behalf in relation to the income tax return.
Support for ATO reviews or audits directly related to the income tax return (if required), including assistance with documentation.
R&D Tax Incentive
Scope of Services
We provide R&D Tax Incentive services for software development and biotechnology sectors, including:
Preparation and lodgement of the AusIndustry R&D application based on information provided.
Calculation of eligible R&D expenditure.
Preparation of the R&D Tax Incentive schedule to support your company tax return.
