Organised tax preparation support

Be prepared before the deadline gets close.

Tax work becomes easier when the underlying records, schedules and supporting documents are organised early. Astute helps prepare the accounting information your business or adviser needs for accurate, timely review.

Tax preparation workflow
Workflow status Ready to run
  • Records and documents organised01
  • Accounts and schedules reviewed02
  • Exceptions raised early03
  • Preparation pack ready for review04
Supporting recordsComplete and organised
Deadline pressureReduced through planning
Review processClearer and faster
The business problem

Tax deadlines are hardest when the preparation starts too late.

Missing documents, unreconciled balances and unclear adjustments make tax preparation slower and more stressful. We help create order before the final review begins.

01

Documents are spread across inboxes and folders

Incomplete evidence leads to repeated follow-up and unnecessary delays.

02

Accounts are not ready for tax review

Unreconciled balances and inconsistent coding make the preparation pack harder to rely on.

03

Deadlines depend on last-minute effort

When responsibilities are unclear, important actions wait until the pressure is highest.

04

The same questions return every period

Recurring issues continue when the preparation process is not documented and improved.

What we take care of

A stronger foundation for tax preparation and review.

Astute supports the accounting preparation and documentation process. Final tax advice and filing responsibilities are agreed with the appropriately authorised adviser.

01

Income tax preparation support

Organise accounting information, schedules and supporting records required for return preparation.

02

BAS preparation support

Prepare reconciled transaction information and schedules for Business Activity Statement review.

03

GST working papers

Support GST coding reviews, reconciliations and preparation of relevant transaction summaries.

04

FBT preparation support

Organise available benefit information and supporting schedules for review.

05

PAYG support

Prepare payroll and accounting information relevant to PAYG withholding and instalment processes.

06

Year-end preparation

Complete account checks, organise schedules and resolve queries before the final tax review.

The difference it makes

Replace tax-time scrambling with a repeatable preparation process.

When records are complete and questions are raised earlier, your adviser can spend more time reviewing the right information and less time chasing it.

Talk through your requirements

Cleaner source records

Reconciled information supports a more efficient review.

Earlier questions

Missing items and unusual balances are identified sooner.

Consistent schedules

Recurring preparation follows an agreed format.

Better deadline readiness

Responsibilities and milestones are visible in advance.

How it works

A clear path from handover to dependable delivery.

We fit into your current operation with defined responsibilities, practical checkpoints and a communication rhythm that works for your team.

01

Collect

Required records, reports and supporting documents are gathered.

02

Reconcile

Relevant accounts and schedules are checked and organised.

03

Query

Exceptions and missing information are raised for resolution.

04

Prepare

The completed preparation pack is delivered for review.

Software and platforms

We work with the tools your team already knows.

XeroQuickBooksMYOBSageCloud document systems
Common questions

Before you get started.

Every workflow is different. These answers cover the most common questions, and we can discuss the detail during your consultation.

Does Astute provide tax advice?

Astute can support accounting preparation, reconciliations, schedules and documentation. Any regulated tax advice or filing is handled according to the engagement and by the appropriately authorised professional.

Can you work with our external accountant or tax adviser?

Yes. We can prepare organised records and respond to agreed information requests so your external adviser receives a clearer review pack.

Can you help if our accounts are behind?

Yes. We can assess the bookkeeping backlog and prioritise the records needed for upcoming tax or reporting deadlines.

What records are needed for BAS or GST support?

Requirements depend on the entity and engagement, but commonly include reconciled accounting data, sales and purchase records, bank information and relevant supporting documents.

How early should preparation begin?

Earlier is generally better. The ideal timetable depends on your reporting cycle, record quality and adviser deadlines, so we agree milestones during onboarding.

Get ready before the deadline

Create a cleaner, calmer tax preparation process.

Tell us what needs to be reconciled, organised or prepared. We will help define the right starting point.

Start a conversation