FAQ

Insta Accounting provides individual tax returns, business, company, and trust tax services, accounting and taxation support, business planning, payroll services, and Self-Managed Super Fund (SMSF) services. Each service is scoped to the client's specific structure and circumstances rather than delivered as a one-size-fits-all package.

Insta Accounting works with individuals, sole traders, partnerships, companies, and trusts. Clients range from employees lodging a straightforward individual return through to business owners requiring ongoing compliance, payroll, and structuring support.

Clients preparing an individual tax return should provide income statements, receipts for deductible expenses, bank statements, details of any investment income, and any other relevant financial records for the year. Where an investment property is involved, additional records such as rental income, interest paid, and property-related expenses are also required. Insta Accounting guides each client through exactly what is needed for their specific circumstances.

Insta Accounting provides tax return preparation, strategic tax planning, and ongoing compliance support for businesses. The objective is to ensure tax liabilities are minimised within the law while the business remains fully compliant with current Australian tax requirements throughout the year, not only at lodgement time.

Yes. Insta Accounting prepares individual and sole trader tax returns, and provides guidance on deductions, record-keeping, and compliance obligations specific to operating as a sole trader.

Yes. Insta Accounting prepares trust tax returns and can also assist with establishing a new trust structure, ensuring the trust is set up correctly and remains compliant with its ongoing lodgement obligations.

Insta Accounting provides tailored, closely personalised service rather than a standardised process. The team takes the time to understand each client's individual circumstances and business processes, offering proactive advice delivered directly through personal interaction, while remaining a cost-effective option for individuals and small to medium businesses.

Clients can get started by completing the Client Registration form on the Insta Accounting website, which allows the team to understand the client's circumstances in advance. Following registration, a member of the team will arrange a phone call to confirm details, answer any questions, and outline the next steps before the engagement begins.