Who we help

Tax and BAS support for sole traders

Sole traders need records that connect income, expenses, GST, and business use clearly. The office can help review the information available and explain what is needed for tax or BAS work.

A desk with a calculator, notebook, laptop, and coffee for bookkeeping work

How support starts

Scope the matter before records are requested

Sole trader work can be simple or complex depending on the business, GST registration, vehicle use, subcontractor income, equipment purchases, and record-keeping habits. The safest starting point is a clear review of the period and the records available.

What the office can help review

  • Sole trader income tax return information
  • BAS and GST records where applicable
  • Expense and receipt organisation
  • Bookkeeping file review
  • ATO letters or lodgement questions

Preparation checklist

  • ABN and business activity details for the period being reviewed
  • Sales records, invoices, bank statements, receipts, and expense summaries
  • Accounting software access or exported profit and loss reports
  • Vehicle, home office, equipment, subcontractor, and GST records where relevant

Related services

Services connected to this situation

Small business accounting

Practical support for sole traders, companies, partnerships, and trusts, including tax returns, financial statements, compliance records, and year-round accounting questions.

View Small business accounting

Bookkeeping

Help keeping business records, reconciliations, receipts, and accounting files up to date so tax time is easier to manage.

View Bookkeeping

Resources

Helpful reading before you contact the office

Business reporting dashboard and accounting records on a desk

BAS basics every small business owner should understand

What a BAS actually reports, the GST coding errors that cost money, and how to keep cash aside so lodgement day is not a shock.

Read resource
Tax paperwork and receipts spread across a desk

Small business records to review before BAS time

A reconciliation-first checklist for sales, purchases, payroll, and finance records so your BAS reflects what actually happened in the business.

Read resource
A desk with a calculator, notebook, laptop, and coffee for bookkeeping work

Bookkeeping habits that make tax time genuinely easier

Bookkeeping is not data entry — it is building an audit-ready trail during the year so you can make decisions on real numbers, not guesses.

Read resource

Questions

Sole traders questions

Do sole traders need bookkeeping before tax time?

Good records make tax and BAS work easier. If records are incomplete, the accountant can explain what needs to be organised first.

Can the office help with GST questions?

BAS and GST support depends on the records supplied and the obligations that apply. Contact the office with the reporting period and issue.

Can I send software passwords through the enquiry form?

No. Do not send passwords or sensitive access details through the public enquiry form. The office can confirm the appropriate access process.

Merrylands office

Ready to discuss your tax or accounting matter?

Send an enquiry or call the office to arrange an appointment. If you are contacting us about a tax return or BAS, include the type of work you need help with and any upcoming deadlines.

Suite 2, Level 1, 204 Merrylands Road, Merrylands NSW 2160

Open Monday to Friday, 9:00 AM – 6:00 PM