Sole Trader
Non-GST and GST sole traders, returns and BAS guidance.
Who it suits
- Sole traders, freelancers and contractors operating under an ABN
- Small operators below the GST threshold
- Businesses registered for GST that need BAS help
What’s included
- Individual tax return including your business schedule
- Guidance on BAS preparation where you're registered for GST
- Income and expense summary for the year
- Home-office and motor vehicle apportionment
- Review by a registered practitioner and lodgement with the ATO
What’s not included
- Companies, trusts and partnerships (separate engagement)
- Payroll and wages reporting
- Complex inventory or stock accounting
- ASIC corporate obligations
- Self-managed superannuation fund returns
Document checklist
What to have ready
Gather these before we start. Upload them through the secure portal after booking — never by email.
- Income records and invoices for the year
- Expense receipts and bills
- Business bank statements
- Motor vehicle logbook or cents-per-km records
- Home office and running-cost records
- ABN details and GST registration status
- BAS records (if you're registered for GST)
- Superannuation guarantee records
Never send your TFN or ID here. Do not enter your Tax File Number, identity documents, bank details or tax documents on this website or in any form. We’ll give you a secure portal link {{SECURE_PORTAL_URL}} to upload them safely.
Frequently asked
Questions about sole trader
Ready to get started?
Book a phone or video consultation with the practice.