Tax Return & Workpaper Preparation — Prime Solution Advisory
Our Services

Australian Tax Return &
Workpaper Preparation

Reviewer-ready tax returns and workpapers — prepared accurately, delivered on time, every lodgement season.

✓ Individual Returns ✓ Company & Trust ✓ Partnership Returns ✓ ATO Compliant

Tax Season Support — Without the Hiring Headache

Tax season places enormous pressure on Australian accounting firms. Prime Solution Advisory provides skilled, Australia-focused tax return preparation — so your senior staff can focus on review, client relationships, and advisory work.

We prepare returns across all entity types, complete with fully documented workpapers that meet your firm’s review standards from day one.

All
Entity Types Covered
100%
Reviewer-Ready Output
60%+
Cost Saving vs Local Staff
Entity Types We Cover

Tax Returns Across All Entity Types

👤 Individual Returns

  • Salary & wage income
  • Investment income (dividends, interest)
  • Rental property schedules
  • Capital gains calculations
  • Work-related deductions
  • HECS/HELP repayment calculations

🏢 Company Returns

  • Small business entity concessions
  • Division 7A loan calculations
  • Franking account reconciliation
  • Losses and carry-forward claims
  • CGT schedule preparation
  • R&D tax offset claims

🏛️ Trust Returns

  • Discretionary trust distributions
  • Unit trust income allocation
  • Trust loss provisions
  • Beneficiary statements
  • Family trust elections
  • PAYG withholding on distributions

🤝 Partnership Returns

  • Partnership income statements
  • Partner distribution schedules
  • PSI (Personal Services Income) rules
  • Business activity statements
  • Capital account reconciliations
  • Profit/loss allocation schedules
Workpaper Preparation

Reviewer-Ready Workpapers — Your Standards, Our Execution

Every tax return we prepare is supported by complete, documented workpapers — ready for your senior reviewer without additional work. We match your firm’s existing workpaper templates and checklists.

What Our Workpapers Include

Comprehensive documentation supporting every line of the return — so review is fast and lodge is confident.

✓ Depreciation Schedules
✓ CGT Calculation Workpapers
✓ Division 7A Loan Schedules
✓ Rental Property Schedules
✓ Franking Credit Reconciliation
✓ FBT Workpapers
✓ PSI Determination Docs
✓ PAYG Withholding Summaries
✓ Tax Effect Accounting
✓ Loss Register Reconciliation
Tools & Software

We Work in Your Tax Software

Familiar with all major Australian tax preparation platforms — no transition costs, no learning curve.

Xero Tax MYOB Tax HandiTax CCH iFirm BGL Simple Fund Class Super FutureTax QuickBooks
Why PSA

Why Australian Tax Agents Choose Us

🎯

Australia-Specialist

Our team is trained specifically on Australian tax law — ITAA 1936, ITAA 1997, ATO rulings, and legislative changes.

📋

Your Templates

We use your existing workpaper templates and checklists — output matches your firm’s style from day one.

⚡

Peak Season Ready

Scale up during July–October lodgement season without the overhead of permanent hires.

🔍

Quality Checked

Every return goes through an internal quality check before it reaches your reviewer — fewer review cycles.

💬

Clear Communication

We flag issues, ask questions early, and document all assumptions — no surprises at review.

📉

Significant Savings

60%+ cost savings compared to hiring locally — with no recruitment, training, or leave costs.

Let’s Talk Tax Season Preparation

Tell us about your firm’s volume and requirements — we’ll tailor a support plan that works for you.

Get in Touch Today

Free consultation · Flexible engagement · Australia-focused