Beta prototype. Comptrust Accounting is a fictional firm. All names, figures, reviews and contact details are made up. Please use test details only, never real personal or tax information. About this prototype

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What we do

Services, each with its own checklist

Every service starts the same easy way: create your account, pick the service, and SmartIntake shows you exactly which documents to send. Drop them in and our assistant checks each one.

Jump to: For individuals · For businesses · Ongoing for your business · Super funds and new businesses · Advisory

Two people reviewing and signing documents at a desk

For individuals

Your own tax, property and investments.

01 · Individual tax return

Individual tax return

For employees and investors. We claim every deduction you are entitled to and explain your result in plain English.

  • Salary, wages, interest and dividends
  • Work-related deductions
  • Private health and Medicare levy
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Your SmartIntake checklist will ask for

  • Employee income statement
  • Bank statements
  • Private health insurance statement
  • Receipts for deductions
  • Last year's notice of assessment

Only if they apply to you: Dividend statements, Managed fund tax statement, Government payment statement, Personal super contributions, Vehicle logbook.

02 · Rental property schedule

Rental property schedule

Own an investment property? We work through the rent, the loan interest, repairs and depreciation, property by property.

  • Income and expenses per property
  • Depreciation and capital works
  • Buying or selling this year
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Your SmartIntake checklist will ask for

  • Rental property statement
  • Loan interest statement
  • Receipts for deductions

Only if they apply to you: Depreciation schedule, Settlement statement.

03 · Shares, crypto and capital gains

Shares, crypto and capital gains

Sold shares, crypto or property? We work out the gain or loss, apply the discount where it applies and carry losses forward.

  • Share and fund sales
  • Crypto disposals
  • Capital losses carried forward
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Your SmartIntake checklist will ask for

  • Share buy and sell confirmations

Only if they apply to you: Dividend statements, Managed fund tax statement, Crypto transaction report, Settlement statement.

For businesses

Returns and financial statements for every kind of business.

04 · Sole trader tax return

Sole trader tax return

Your business schedule and personal return together, with year-end planning so there are no surprises.

  • Business income and expenses
  • Car and home office claims
  • Planning for next year
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Your SmartIntake checklist will ask for

  • Bank statements
  • Sales invoices and income records
  • Receipts for deductions
  • Last year's notice of assessment

Only if they apply to you: Business activity statements, Profit and loss statement, Vehicle logbook, Depreciation schedule.

05 · Company tax return and financial statements

Company tax and financial statements

Annual financial statements and the company return, with director loans and dividends handled properly.

  • Financial statements
  • Company tax return
  • Division 7A and dividends
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Your SmartIntake checklist will ask for

  • Profit and loss statement
  • Balance sheet
  • Bank statements
  • Business activity statements

Only if they apply to you: Depreciation schedule, Loan interest statement, Payroll summary, Dividend statements.

06 · Trust tax return

Trust tax return

Trust accounts, the trust return and distribution statements for every beneficiary.

  • Trust accounts
  • Distribution resolution check
  • Statements for beneficiaries
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Your SmartIntake checklist will ask for

  • Profit and loss statement
  • Balance sheet
  • Bank statements
  • Trust distribution resolution

Only if they apply to you: Dividend statements, Managed fund tax statement, Business activity statements, Rental property statement.

07 · Partnership tax return

Partnership tax return

The partnership return and each partner's share of the profit, ready for their own returns.

  • Partnership accounts
  • Each partner's share
  • Agreement and profit split check
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Your SmartIntake checklist will ask for

  • Profit and loss statement
  • Balance sheet
  • Bank statements
  • Partnership agreement

Only if they apply to you: Business activity statements, Depreciation schedule.

Ongoing for your business

The work that keeps your business compliant all year.

08 · BAS and GST lodgement

BAS and GST

Quarterly activity statements prepared and lodged on time, so the ATO never waits on you.

  • GST and PAYG withholding
  • Lodged on time every quarter
  • Payment reminders
Get started Already a client? Sign in

Your SmartIntake checklist will ask for

  • Bank statements
  • Sales invoices and income records
  • Receipts for deductions

Only if they apply to you: Payroll summary.

09 · Bookkeeping

Bookkeeping

Monthly or quarterly bookkeeping in your accounting software. Send receipts as they happen, even as photos, and nothing piles up.

  • Bank reconciliations
  • Receipts matched for you
  • Monthly or quarterly reports
Get started Already a client? Sign in

Your SmartIntake checklist will ask for

  • Bank statements
  • Sales invoices and income records
  • Receipts for deductions

Only if they apply to you: Payroll summary, Loan interest statement.

10 · Payroll and Single Touch Payroll

Payroll and Single Touch Payroll

Pay runs, super and STP reporting for your employees, done right every cycle.

  • Pay runs and payslips
  • Super guarantee on time
  • STP reporting and finalisation
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Your SmartIntake checklist will ask for

  • Payroll summary

Only if they apply to you: Bank statements.

Super funds and new businesses

Self-managed super, and starting out the right way.

11 · SMSF annual return and audit

SMSF annual return and audit

Financial statements, the fund's annual return, and the independent audit arranged for you.

  • Fund financial statements
  • SMSF annual return
  • Independent audit arranged
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Your SmartIntake checklist will ask for

  • Bank statements
  • Investment statements
  • Member contribution records
  • Trust deed

Only if they apply to you: Trustee minutes, Last year's audit report, Rental property statement.

12 · Business setup

Business setup

ABN, GST, company or trust registration, set up correctly the first time, with advice on the right structure.

  • ABN and GST registration
  • Company and trust set-up
  • First-year compliance calendar
Get started Already a client? Sign in

Your SmartIntake checklist will ask for

  • Proof of identity

Only if they apply to you: Partnership agreement, Trust deed.

13 · Growth

Advisory and planning

Cash flow forecasts, budgets, business structure and growth planning. This is where our accountants add the most value, and it is the time SmartIntake gives back to them.

  • Cash flow forecasting
  • Budgets and KPIs
  • Structure and succession advice
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Why we have more time for this

Sorting and chasing documents used to take a large part of our week. With SmartIntake doing that work, our team spends those hours in conversations with you.

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