Step 1
Sign up
Appoint us as the trust’s tax agent. Each trustee signs online.
Already a client? Go straight to step 2.
Step 2
Your tax return forms
Fill in online, or download the Excel and upload it with your receipts. Only send the ones that apply.
Each form starts with the financial year you’re doing the tax return for. It’s set to 2025–26, the year just finished, and the ATO rates follow the year you choose.
Accounting software access
Give us access by inviting info@topaccountants.com.au as a user or advisor. Where to do it:
- XeroOrganisation name > Settings > Users > Invite a user (choose the Advisor role).
- MYOBSettings (⚙) > Users and permissions > Create advisor.
- QuickBooksSettings (⚙) > Manage users > Accounting firms > Invite.
- Other softwareUsually Settings > Users > Invite. Not sure? Call us and we’ll walk you through it.
Residential rental schedule
Rent and expenses for a residential property.
Commercial rental schedule
Rent, outgoings recovered from the tenant, and GST.
Capital gains schedule
Shares, crypto or property sold during the year.
Online form coming soonExcel (.xlsx)Profit and loss template
If the trust runs a business: income and expenses for the year.
Online form coming soonExcel (.xlsx)Receipts and documents
Bank statements, invoices and receipts, sent securely.
Questions about a form? Call 1300 009 007 or email info@topaccountants.com.au.