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 and upload 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
Using Xero, MYOB, QuickBooks or other software? Give us access by inviting info@topaccountants.com.au.
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.
Profit and loss template
If the trust runs a business: income and expenses for the year.
Receipts and documents
Bank statements, invoices and receipts, sent securely.
Questions about a form? Call 1300 009 007 or email info@topaccountants.com.au.