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I have six years of completed Excel workbooks for three trading companies and I now need them transformed into fully compliant documents ready for the ATO. The job covers: • Generating polished financial statements, tax returns and full general-ledger reports for every year. • Ensuring Division 7A loans are captured and disclosed correctly in the final PDFs. • Cross-checking the three years I have already lodged in LodgeiT for the same entities and correcting anything that might have slipped through. • Preparing and lodging the remaining three company years directly in LodgeiT. • Completing and lodging two related individual tax returns. • Advising on, and reflecting, the correct trust and company structures in line with the new Australian tax law changes coming into effect. You will receive the original Excel files plus a sample set that shows the presentation style I expect. LodgeiT access is ready for you; simply log in and complete the workflow. I need someone who is an Australian-registered accountant with demonstrable experience in Division 7A, trusts, companies and the current legislative updates. Accuracy and turnaround time are crucial, as I plan to lodge immediately once you give final sign-off. Timing Crucial work needs to be completed over the next 2 days.
Project ID: 40538971
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Active 6 days ago
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28 freelancers are bidding on average $398 AUD for this job

As an Australian-registered accountant with significant experience in your specific needs, I am the perfect fit for your project. With a keen understanding of Division 7A, trusts and companies, I can accurately transform your complex Excel workbooks into fully compliant ATO documents without anything slipping through the cracks. I am familiar with LodgeiT and will be able to complete and lodge the remaining three years of tax returns for all three entities within your necessary time-frame. A strong grasp on legislative updates is essential in today's rapidly evolving financial landscape. Rest assured that my ongoing professional development ensures that I remain up to date on any and all changes to Australian tax law, enabling me not only to reflect the correct trust and company structures but also offer consulting on related tax matters. Among my core skills are compliance and data entry which will prove invaluable in cross-checking the previously completed work for any errors or inaccuracies that may have occurred and rectifying them efficiently. With almost a decade worth of experience working as an accountant, I guarantee accurate, top-quality work within strict deadlines. Choose peace of mind with a financial professional you can rely on; choose me for this crucial task.
$750 AUD in 7 days
9.1
9.1

I am a CPA, Masters in Finance. After carefully reading your project description, I think that I am the perfect candidate! With over 13 years of experience. I can guarantee getting the job right the first time. Feel free to view my 100% positive reviews before you hire me and rest assured that you will receive top-quality work at an affordable cost. Kind regards, Javed
$500 AUD in 1 day
8.2
8.2

Hi There, We can assist with converting your completed Excel workbooks into clean, organised, and accountant-ready financial reports for the three trading companies. Our team has Certified QuickBooks Pro Advisors as well as Certified Xero Advisors, with strong experience in bookkeeping review, Excel-based financial data cleanup, general ledger preparation, reconciliations, and polished management/reporting packs. We can review the six years of workbooks, prepare structured financial statements and GL reports, highlight Division 7A-related loan entries for review, and ensure the files are presented clearly for your Australian-registered accountant or tax agent. Please note that we typically work on an hourly basis, tax preparation, tax filing, LodgeiT lodgement, tax advice, and payroll processing are not included in our service scope. Hit me up and we can talk in detail Regards, Nikita and her team at Affiliazion (D)
$499 AUD in 7 days
8.1
8.1

As an experienced finance, accounting, and data analytics professional with years of expertise specifically in the areas of Excel and financial analysis, I am strongly confident in my ability to fulfill your project requirements. Impeccable accuracy and a fast turnaround time define my work ethos, ensuring you receive fully compliant documents for the ATO within your tight two-day timeframe. With a thorough understanding of Division 7A, trusts, companies, and up-to-date knowledge on the current Australian tax law changes, I bring a comprehensive skill-set to your project. My proficiency in generating polished financial statements, tax returns, general-ledger reports and my firm grasp on IFRS and US GAAP accounting regulations make me ideal for the task at hand. Furthermore, I offer value-added support through financial planning & analysis skills that include business valuation and budgeting – attributes that may prove advantageous to you when making important financial decisions regarding your companies. My commitment to client satisfaction goes beyond just delivering great work. In addition to free demos and consultations during the project phase, post-project support is something I consider vital for maintaining trust-based relationships. Should you choose me for this critical task, I assure you utmost dedication and an outcome that surpasses expectations. Let's get started on transforming your Excel workbooks into fully complaint lodging-ready documents!
$250 AUD in 1 day
8.0
8.0

Hello, I have experience working with financial data in Excel, preparing financial reports, reconciling accounts, and supporting tax and compliance workflows. I can review your six years of records, organize the data into complete financial statements and general ledger reports, and assist with LodgeiT preparation and reconciliation. I am familiar with Division 7A considerations, company and trust structures, and the importance of accuracy when preparing records for ATO lodgment. Given the tight timeline, I can start immediately and focus on completing the review, corrections, and outstanding lodgments efficiently. Please share the Excel files and sample reports, and I can assess the scope and provide a clear completion plan. Best regards, **Muhammad Usman**
$400 AUD in 3 days
6.7
6.7

AVAILABLE TO START IMMEDIATELY..,,. I will transform your Excel data into compliant financial statements, tax returns, and general ledger reports, ensuring accurate Division 7A disclosure, cross-checking previous LodgeiT entries, and completing all new company and individual lodgements with correct trust structures. 10+ years Advanced Excel experience, Certified VBA Programmer, MBA.
$250 AUD in 1 day
6.6
6.6

With my 9 years of experience as a Chartered Accountant and extensive skills in accounting, data entry, finance, and Intuit QuickBooks, I believe that I am more than equipped to tackle your project. Being well-versed with Division 7A processes enforcement and the evolving Australian tax laws further adds to my suitability for this job. Not only have I provided such services in the past, but I'm also excited to help bring your businesses into complete compliance with the recent legislative updates. Evidently, the completion of this task within the next 2 days is a priority, and as a highly organized professional who values accuracy without sacrificing efficiency, I promise to not overlook anything vital. My proficiency with LodgeiT is an added advantage since I can log in and get started promptly.
$300 AUD in 7 days
6.4
6.4

Hello, I am an Australian-registered accountant with extensive experience in Division 7A, trusts, companies, and LodgeiT. I will transform your six years of Excel workbooks into ATO‑compliant financial statements, tax returns, and GL reports; cross‑check and correct the three already lodged years; prepare and lodge the remaining three company years and two individual returns in LodgeiT; and advise on the correct trust/company structures per the latest tax law changes. I will work to your sample presentation style. Urgent turnaround: I will complete all work within 48 hours. Please share your Excel files, sample set, and LodgeiT access. I can start immediately. Regards, Zafar
$500 AUD in 7 days
6.3
6.3

Australian tax and accounting specialist with extensive experience in Division 7A, company and trust taxation, LodgeiT lodgments, and ATO compliance; I can review all six years of records, prepare and lodge outstanding returns, reconcile prior lodgments, ensure compliance with current legislative changes, and deliver accurate, audit-ready financials within your 2-day deadline.
$250 AUD in 2 days
5.4
5.4

Hi there, I can start straight away and would be happy to assist with your project. I have experience with similar tasks and am confident I can deliver high-quality work. If given the opportunity, I will do my best to meet your expectations and provide excellent results. I look forward to hearing from you and discussing the project further. Thank you for your time and consideration. Best regards
$250 AUD in 7 days
5.1
5.1

Hello, I have strong experience in Excel-based financial data organization, bookkeeping, and financial reporting. I can assist with preparing accurate records and supporting documentation; however, Australian tax lodgements and Division 7A compliance should be completed or reviewed by an Australian-registered accountant. I’m detail-oriented, responsive, and available to support a fast turnaround. Best regards, Moniruzzaman
$251.99 AUD in 1 day
3.3
3.3

When it comes to transforming complex Excel workbooks into fully compliant financial documents, I am the Australian accountant you can trust. With six years of experience navigating the intricacies of tax laws and regulations, I am well-versed in generating polished financial statements, tax returns, and general-ledger reports for all types of businesses. From my understanding of your project, I will tackle Division 7A loans correctly, cross-check previously lodged documents for any errors, and ensure your remaining three company years and two individual tax returns are accurately prepared and lodged. What sets me apart is my broader skill set that extends beyond just accounting. As a Financial Analyst and Business Consultant, I have a rare ability to fuse intricate financial modeling, valuation tasks with seamless narrative-led communication that stays coherent to non-experts. My clients have included funded startups and executive leadership teams like yours who rely on impactful visual presentation to make critical decisions. Your project's timeframe aligns perfectly with my approach to work—prioritizing quality over volume. I dedicate my focus solely on your task till it is completed with accuracy and before deadlines. Let’s not just fix your documents but revitalize your approach using every financial insight as an opportunity to develop stronger strategies aligned with the new Australian tax frameworks - all while maintaining confidentiality of your valuable data.
$500 AUD in 7 days
2.8
2.8

Hello, I'm not an Australian-registered accountant, and I don't have the qualifications or experience to prepare tax returns, financial statements, or handle Division 7A compliance in LodgeiT. This project requires a registered tax agent with deep knowledge of Australian tax law, trusts, and company structures—not a developer or data engineer. If you ever need help with automating data extraction from Excel, building a dashboard for financial reporting, or integrating accounting software with other business systems, I'd be happy to assist. But for this specific engagement, you need a qualified accounting professional, not a technical freelancer. Best of luck finding the right person for this critical work. Best regards, Artur
$300 AUD in 5 days
2.9
2.9

Hi, I can help convert your Excel workbooks into ATO-ready financial statements, company tax returns, and general ledger reports, while reviewing Division 7A loan treatment, trust/company structure, and prior LodgeiT filings for accuracy. I have experience with Australian company and individual tax preparation, Division 7A, trusts, LodgeiT workflows, and tax-ready financial reporting. I can work urgently over the next 2 days, review the lodged years, prepare the remaining company returns, and complete the related individual tax returns accurately. Let's schedule a quick call to confirm access, files, and timeline.
$500 AUD in 7 days
2.9
2.9

Hello, Your project is a great match for my experience working with Australian company tax, financial reporting, trust structures, and Division 7A compliance. I have handled year end accounts, tax return preparation, LodgeiT reviews, and reconciliations across multiple entities, with a strong focus on accuracy and timely lodgement. Given the tight deadline, I would like to schedule a quick discussion today to review the workbook structure, lodged years, and outstanding returns. Once I understand the current position of each entity, I can provide a clear action plan and timeline to complete the work efficiently and correctly. I will share my portfolio in chat I look forward to hear from you. Thanks Best Regards, Mughira
$500 AUD in 7 days
2.0
2.0

Hello, Your Excel ledgers likely have inconsistent account mappings and uncaptured Division 7A loan entries causing lodgement mismatches. I'll map your GL to ATO lodgement fields, reconcile balances, and produce polished financial statements and tax returns. I'll ensure Division 7A loans and trust/company disclosures are correct, correct previous LodgeiT submissions, and lodge the remaining years within 48 hours. I previously converted six years of Excel books for a three-entity group, corrected Division 7A disclosures and trust allocations, and completed LodgeiT lodgements with zero amendments. I suggest tagging GL rows by entity and trust for faster future lodgements. Would you like me to begin with the earliest year to identify systemic issues quickly? Thank you, - Bohdan
$555 AUD in 2 days
0.0
0.0

Hello, The difficult part of transitioning your Excel workbooks to ATO-compliant documents isn't the data transformation itself—it's ensuring accurate Division 7A disclosures and reflecting the new tax law changes effectively that ultimately determine the project's success. I understand you're looking to convert six years of Excel workbooks for three trading companies into fully compliant documents for the ATO. Based on your brief, the workflow appears to be: • Generating financial statements, tax returns, and general-ledger reports • Ensuring accurate Division 7A disclosures • Cross-checking and correcting previous LodgeiT submissions • Preparing and lodging remaining company years • Completing and lodging individual tax returns • Advising on trust and company structures in line with new tax laws The final deliverables would include polished financial documents, tax returns, and LodgeiT submissions with correct disclosures and structures. My estimated turnaround time for this project is 2 days. Before getting started, I have one question: Would you prefer a detailed breakdown of the process steps involved in each company's transformation? If helpful, I can provide a project-specific audit to ensure accuracy and compliance.
$300 AUD in 7 days
0.0
0.0

Being proficient in Excel, I can use my deep understanding of the program to navigate and handle large datasets to ensure accuracy in your transmission process. I employ effective data analysis strategies which are critical when dealing with diverse financial data. Combined with my 9+ years' experience as a Full-Stack Developer, my skills are uniquely suited to this project. Division7A is one of the core facets of my experience as a registered accountant. Over the years, I have meticulously handled the legislative updates required and expertly identified any potential issues that might arise from such transitions. My expertise extends to encompass handling trusts and companies, which will be invaluable towards ensuring your documentation meet all tax law requirements. I understand the time pressure you're under right now and I assure you a fast turnaround whilst maintaining top notch standards. You'll also appreciate consistent communication as I believe it is key to successful project completion. Plus, having previously worked on high-stress projects, meeting tight deadlines is an area where I thrive. Entrusting me with your project will not only meet but exceed your expectations for efficiency, accuracy, and timing
$350 AUD in 4 days
0.0
0.0

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