Trust Tax Return

Tax sharing for your family

Trust Tax Return


Tax Agent Sydney


Measuring money is crucial to the running of a successful business. Now that you have taken the next step of setting your small business up as a Trust, TAX logic can provide you with all the financial reports and advice necessary to help you make informed business decisions.


In order to complete the Trust Tax Return, you need to prepare the Financial Statements of the Trust first. These numbers will form the basis of the Trust Tax Return, from which relevant tax adjusting entries can be made. Preparing a Trust Tax Return involves more doing more than just tax.
Our Professionals have years of experience in preparing:

  • Trust Tax Returns
  • Annual Financial Statements
  • Periodic Management & Cashflow Reporting
  • Financial Performance Analysis
  • Trust Distribution Statements
  • Investment Reconciliation’s

TAX logic are a team of mobile accountants offering both business and after hours Accounting services for all business entities, including Companies, Trusts, Partnerships, Super Funds, and Sole Traders (Individuals).


Need Help Preparing Your Trust Tax Return?

TAX logic will assist you with the income tax treatment of:

  • Small Business Income / Loss Analysis
  • BAS Reconciliation’s
  • Depreciation Schedules
  • Motor Vehicle Costs Calculations
  • Inventory Reconciliation’s
  • Trust Tax Return
Whatever your tax query, TAX logic will take the time to work through your concerns, lodging your Trust Tax Return accurately and on time.



The Trust Tax Pack


TAX logic provides assistance to small business owners & investors needing to get their Trust Tax Return prepared & lodged:

  • We can prepare your cashbook for you
  • We can provide you with a cashbook template so you can do it yourself
  • We can review your existing MYOB / Quickbooks / Xero Reports
  • We will prepare your Income & Loss Statement
  • We will prepare your Balance Sheet
  • We will do the year end journal entries for your Trust
  • We will prepare the Depreciation Schedules for your Trust
  • We will reconcile all BAS Returns lodged
  • We will reconcile Closing Stock (Inventory) Accounts
  • We will reconcile Payroll & Superannuation Accounts
  • We will reconcile all Investments held by the Trust
  • We will prepare all Minutes & Trust Distribution Statements
  • We will prepare & lodge the Trust Tax Return

Do My Tax !!!


Because TAX logic understand that it is not always possible to take time off from work to go see your Accountant,  we made Tax Service easier for you:

1. Mobile Tax Agent - our mobile tax agent service means we come to you (your home or office)
2. Online Tax Agent - email us your tax documents as a pdf or excel file for fast affordable tax service

TAX logic are a team of online & mobile tax agents offering both business and after hours services for Trust Tax Return preparation.

All TAX logic tax agents hold either Chartered Accountant or CPA qualifications.

TAX logic are a team of online & mobile tax agents offering both business and after hours services for Trust Tax Return preparation.

Tax Service just got easier...

Online Tax Agent

Minimum Price $1,100

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Trust Tax Return

Mobile Tax Agent

Minimum Price $1,100

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