Additional Schedule Charges

Per the additional line entry in the tax return. 

Entry of more than 10 income items or more than 12 standard deduction items.

Manual entry per the fund in the tax return where distributions are not prefilled. 

Per vehicle. 

Manual entry of the motor vehicle schedule was based on the client's information.

Calculating the deductible interest payments on your motor vehicle loan(s) and calculating the estimated annual fuel costs for your motor vehicle.  

Manual entry of the foreign income schedule, determination of any foreign tax credits/offsets and the conversion of your foreign income into Australian dollars and manual entry into the 

tax return. 

For each additional rental property, per tax return.

Manual entry of the additional rental property schedule of income & deductions, review the property 

depreciation schedules and make adjustments where required. 

All income and expenses from your real estate agent's statement, or summarised by you. 

Transposing your existing or a new detailed depreciation schedule(s). 

Per property, per tax return. 

Calculating the private use portion of a holiday house under the ATO's new guidelines. 

Per loan, per year. 

Calculating the non-deductible portion of a loan. 

Per holding, per tax return, billed in six-minute increments, or part thereof.

 Preparation of capital gains tax (CGT) calculations for the sale of shares and managed funds, including:

• Dividend Reinvestment Plan (DRP) calculations.
• Cost base adjustments for capital gains tax purposes.
• Holding and parcel reconciliation.
• Corporate action adjustments (such as share splits, consolidations, demergers, return of capital, and bonus issues) where required to accurately determine the cost base.

Fees are charged on a time basis, depending on the complexity of the calculations and the extent of any corporate action adjustments required.

Per entry, per tax return. 

Determining eligibility and claiming the Main Residence Exemption on the sale of 

residential property, and manual entry of the CGT exemption. 

Per property, per tax return. 

Manual entry of the capital gains schedule for the sale of rental property, including 

allocation of expenses between the final rental schedule & the capital gains worksheet, 

final adjustments, including capital gains/depreciation adjustments, ensuring all items are 

collated and relevant to the sale. Initially estimated at approximately 50 minutes, the final cost will depend on complexity & the actual time spent. 

Annual tax report that complies with ATO guidelines from CryptoTax Calculator.

This fee is for a one-year financial report and is dependent on the number of transactions.