Tax and Business Advisory
Prepares and lodges activity statements, income tax returns and other statutory returns through registered tax and BAS agents, and provides management accounting, budgets, forecasts and business performance advice. Every lodgement passes second-person review before it is signed and lodged.
What the team is accountable for
- Prepare and review activity statements and tax returns
- Lodge returns and manage lodgement deadlines
- Prepare budgets, forecasts and management reports
- Advise clients on tax obligations and business performance
- Maintain registered agent obligations and continuing education
How we know it is working
Who works here
Anjali Mehra
Anjali is a registered tax agent who reviews and signs the firm's lodgements, leads advisory engagements and has been with Ledger and Lane for nine years.
Where the work is recorded
Jobs and Lodgement Tracker
Tracks every bookkeeping, payroll, activity statement, tax return and advisory job with its period, due date, preparer, reviewer and stage.
Client Register
Holds every client's entity details, relationship owner, services engaged, anti-money laundering risk rating and identity verification status.
Complaints, Breaches and Compliance Register
Records complaints, suspected breaches, compliance incidents and training gaps with their assessment, actions, owners and close-out.