Our Fees – General Guide
At I DO TAX, we are committed to providing transparent, fair, and value-driven pricing. Our fees are based on the complexity of your circumstances, the time required, and the level of expertise involved.
We aim to clearly explain our pricing upfront and keep you informed throughout the engagement.
Minimum Fee
Our minimum fee for basic individual tax returns starts from $265.00, for straightforward tax returns where complete and accurate information is provided.
Individual Tax Returns
| Package | Suitable For | From |
|---|---|---|
| Basic | Salary and wage earners | $265 |
| Standard | Multiple income sources | $450 |
| Sole Trader | Individual with business activity | $550 |
Individual Tax Return Add-Ons
| Add-On Service | Suitable For | From |
|---|---|---|
| Work From Home Calculation | Working from home deduction calculation | $30.5 |
| Motor Vehicle Calculation | Motor vehicle deduction calculation (Logbook) | $60.5 |
| Travel expenses | Travel overnight away from their regular work base/home. (Diary evidence) | $60.5 |
| Depreciation Schedule | 1-2 asset above $300 purchased during the year. | $60.5 |
| Self-Education expenses | Education expenses incurred during the year above $750.00 | $121 |
| Super Contributions | Personal contribution made before 30th June | $121 |
| Rental Property Schedule | Single rental property | $210 |
| Business Schedule | Business income schedule | $220 |
| Foreign Income Schedule | Foreign income reporting | $165 |
| CGT Schedule | Record a single CGT event | $176 |
Standard documents review and processing, administrative tax support services are performed based on time and complexity, with indicative internal rates starting from $60.50 per hour and bookkeeping services from $99.00 per hour. Refer to Bookkeeping Packages
Financial Statements & Tax Returns
Companies
| Package | Suitable For | From |
|---|---|---|
| Essential | Non-trading companies | $900 |
| Basic | Small trading companies | $2,500 |
| Standard | Active trading companies | $3,000 |
| Complex | Complex trading companies | $5,000 |
Includes preparation of financial statements and company income tax return.
Trusts
| Package | Suitable For | From |
|---|---|---|
| Essential | Non-trading investment trusts | $900 |
| Basic | Simple family trusts | $2,500 |
| Standard | Active investment/business trusts | $3,000 |
| Complex | Complex trust structures | $5,000 |
Includes preparation of financial statements and trust income tax return.
IAS Preparation & Lodgement (Monthly)
| Package | Suitable For | From |
|---|---|---|
| Basic | Up to 2 employees | $125 |
| Standard | 3 to 10 employees | $250 |
| Complex | 10 to 20 employees | $400 |
| More than 20 employees | Subject to quotation |
Includes preparation and lodgement of monthly IAS obligations.
BAS Preparation & Lodgement (Quarterly)
| Package | Suitable For | From |
|---|---|---|
| Basic | Up to 150 transactions per quarter | $450 |
| Additional | Refer to Bookkeeping Packages | $99.00 per hour |
Includes review, preparation and lodgement of quarterly Business Activity Statements.
BAS Preparation & Lodgement (Annual)
| Package | Suitable For | From |
|---|---|---|
| Basic | Up to 400 transactions in a year | $600 |
| Additional | Refer to Bookkeeping Packages | $99.00 per hour |
Suitable for entities reporting GST annually.
Professional Fees
| Service | Rate (incl. GST) |
|---|---|
| Director & Registered Tax Agent | $495 per hour |
| CFO & Business Advisory | $385 per hour |
| HR Consultants | $250 per hour |
| Accountants | $198 per hour |
Standard documents review and processing, administrative tax support services are performed based on time and complexity, with indicative internal rates starting from $60.50 per hour and bookkeeping services from $99.00 per hour
How We Calculate Our Fees
We assess our fees based on the following key factors:
- Complexity – Simple returns through to complex structures including companies and trusts.
- Risk – Quality of records and compliance considerations.
- Time Required – Based on the work involved.
- Value Provided – The level of advice and benefit delivered.
Additional Services
The following services are not included in standard tax return fees and may be required depending on your circumstances.
| Service | From |
|---|---|
| Division 7A Calculation & Loan Review | $650 |
| Division 7A Loan Agreement & Documentation | $980 |
| FBT Review & Return Preparation | $950 |
| Trust Distribution Calculations | $650 |
| ASIC Annual Review Management | $330 |
| Company Minutes & Resolutions | $295 – $550 |
| Bookkeeping Corrections & Reconstruction | Refer to Bookkeeping Packages |
| Annual Tax Planning Session | $495 per hour |
| CFO Advisory & Forecasting | $495 per hour |
| Capital Gains Schedule – Shares | From $250 |
| Capital Gains Schedule – Property | From $1,100 |
| Capital Gains Tax Calculations – Property | From $1,200 per asset |
| Capital Gains Tax Calculations – Other Capital Assets | From $600 per asset |
Important Note
Where additional work is identified outside the agreed scope of your engagement, including complex calculations, compliance requirements, reconstruction of records, advisory services, or bookkeeping adjustments, we will notify you before proceeding.
These services will either:
- Be quoted separately; or
- Be charged based on the rates outlined above, depending on the complexity and time required.
Our Pricing Commitment
- We provide clear and upfront pricing wherever possible.
- We communicate any changes to scope or fees in advance.
- We ensure our fees reflect the time, expertise, and responsibility involved.
- We focus on delivering practical, compliant, and value-added outcomes for our clients.
Our goal is to deliver high-quality, compliant outcomes while maintaining transparency and trust.
Contact Us
If you would like a tailored quote or have any questions about our fees:
- Telephone: (03) 8594 1811
- Free Call: 1800 955 811
- Website: I DO TAX
- Email: info@idotax.com.au
Request a Fixed Fee Quote
Not sure which package is right for you?
Contact I DO TAX today for a tailored fixed-fee proposal based on your personal tax affairs, business structure, transaction volume and compliance requirements. We will clearly outline the scope of work, deliverables and fees before we commence.
