Tax Preparation Services

Tax preparation outsourcing for Australian accounting firms

Let your team focus on client advisory. We handle the detail — accurate, ATO-compliant tax return preparation delivered in 3–5 business days.

No lock-in beyond standard 30-day notice. Start when you’re ready.

1000+

Returns processed per year

8+

Tax entity types covered

10+

Years SMSF & tax expertise

3-5

Business day turnaround

What we do

Professional tax preparation support — without the overhead

Tax preparation is one of those services that quietly drains your team’s capacity. Returns for individuals, companies, partnerships and trusts all land at once — each with its own compliance checks, ATO requirements, and software screens. Add in the ATO’s ever-shifting rules and it’s easy to see why accounting firms feel stretched thin during the financial year end.

BlueCrest Accounting Solutions offers outsourced tax preparation services purpose-built for Australian accounting firms. We work as a dedicated extension of your team — preparing draft returns, reconciling figures, calculating capital gains, and formatting everything to your preferred software and review workflow.

You keep control of the client relationship and final lodgement. We make sure the groundwork is done properly before the file lands on your desk.

What sets BlueCrest apart

Services covered

Tax preparation and planning — every return type, covered

We support accounting firms across a full range of tax return preparation. Whether you need ongoing support or help clearing a seasonal backlog, we scale to fit.

Business tax return preparation

Company tax returns — Div 7A, franking credits, carried-forward losses, small business concessions — prepared to ATO standards and ready for your partner review.

Individual tax return preparation

From simple salary returns to complex rental property, CGT events, foreign income, and investment schedules — accurately processed and cross-checked before handback.

Trust tax return preparation

Discretionary and unit trust returns, trust distribution statements, and streaming calculations prepared carefully to avoid downstream compliance issues.

SMSF tax return preparation

Annual returns, member statements, actuarial certificates, pension calculations, and ATO schedules. We know SMSF compliance inside out.

Partnership tax returns

Income allocation, loss distributions, and partner statements handled accurately — with all supporting schedules prepared and ready for your senior review.

CGT & depreciation schedules

Capital gains calculations, depreciation schedules, and cost base worksheets prepared methodically — reducing the risk of errors on complex client positions.

How it works

Our tax preparation outsourcing process

Getting started is straightforward. We’ve refined our onboarding process over years of working with Australian accounting firms — so you’re not starting from scratch.

Share your client files

Send source documents via your preferred secure channel — SharePoint, Google Drive, FYI Docs, or our shared portal. We review what's been sent, raise any gaps upfront, and confirm the scope before we begin. No back-and-forth surprises mid-job.

We prepare the draft return

Our team processes the return inside your tax software — Xero Tax, CCH iFirm, MYOB Tax, HandiTax, or LodgeiT — or prepares a structured workpaper if you prefer. We check deductions, reconcile income, calculate CGT positions, and ensure the return is logically consistent throughout.

Quality check and handback

Before the file comes back to you, we run an internal QC pass. You receive the draft return with a clear summary of key items, any queries flagged for your attention, and supporting workpapers where relevant. Everything your reviewer needs is in one place.

You review and lodge

Your team reviews the file, raises any questions with us, and lodges directly with the ATO under your firm's tax agent number. Lodgement always stays with your firm — always. We're the engine room, not the face of your practice.

Why outsource?

Why more Australian accounting firms are outsourcing tax preparation

Hiring a full-time tax accountant in Australia costs well over $80,000 a year — before superannuation, leave entitlements, and recruitment costs. Outsourcing tax return preparation through BlueCrest gives you specialist capacity at a fraction of that cost, with no HR headaches and no idle time outside the busy season.

Here’s what firms typically notice first:

Faster turnaround on returns

Peak season bottlenecks reduce significantly when a dedicated team is focused solely on preparation.

Fewer errors reaching your reviewers

We catch inconsistencies and missing data in the workpapers before the file reaches your desk.

More time for client advisory work

Your senior staff stop doing data entry and start adding value where it counts most for clients.

Scalable capacity on demand

Bring on 20 extra clients in July and we absorb the volume. Flex back down in February — no redundancy costs.

Cost-effective, transparent pricing

Competitive per-return or monthly retainer pricing — no hidden fees, no idle time to absorb.

Software & tools

We work in your software, not ours

One of the most common concerns about outsourcing tax preparation is whether the offshore team will actually work in your system. With BlueCrest, the answer is yes. We operate directly inside the platforms your team already uses — no re-keying, no conversion headaches, no format mismatch.

Tax software

Xero Tax

MYOB Tax

HandiTax

LodgeiT

SMSF-specific software

BGL360

Class Super

Mclowd

Accounting / ledger software

Xero

MYOB AccountRight

QuickBooks Online

Reckon

Document & file sharing

SharePoint

Google Drive

Dropbox

FYI Docs

Don’t see your stack listed? Get in touch — if we haven’t used it yet, we’ll get up to speed quickly.

Engagement models

Flexible Year-End Finalisation & Tax Prep Outsourcing — Priced for Accounting Firms

We offer two engagement models — full-time or part-time. Both give you a dedicated resource working as an extension of your team to handle the heavy lifting of year-end workpapers and tax compliance. You get the same quality standards and turnaround commitments across both accounts finalisation and tax preparation. No per-job billing, no seasonal bottlenecks.

Most popular

Full-time Dedicated Resource

Best for firms with 100+ entities requiring year-end finalisation, or those wanting a consistent resource to manage the entire workflow from trial balance to tax lodgement. Fixed monthly engagement covering ongoing accounts preparation, adjustments, and tax planning across all entity types — individual, company, partnership and trust.

Part-time Dedicated Resource

Best for smaller firms or those with a defined but lower volume of year-end files — not quite enough to justify a full-time resource. A part-time engagement gives you consistent, dedicated capacity for finalising accounts and preparing tax returns at a proportionate cost, with the same quality and turnaround standards as our full-time model.

Our Happy Clients!

“The onboarding process was smooth, and their communication is excellent. We feel confident knowing our clients’ data is handled securely and professionally for all preparation tasks.”

Boutique Accounting Practice

Perth, Founder

The bookkeeping support has been a game-changer. Our records are more accurate than ever, and the time saved is invaluable for focusing on growing my business and achieving our key goals.

Small Business (Services)

Melbourne, Owner

“Tax season used to be very stressful due to capacity issues. Outsourcing preparation work to BlueCrest allowed our senior team to focus on review and client advice. Highly recommend.”

Regional NSW Firm

NSW, Principal Accountant
Related SMSF Services

Tax preparation — Common Questions

We prepare individual tax returns, company and small business tax returns, trust returns (discretionary and unit), partnership returns, and SMSF annual returns. We also prepare CGT schedules, depreciation schedules, and other supporting ATO worksheets. If you have a specific entity type not listed, get in touch and we’ll confirm support.
No — and this is by design. BlueCrest prepares draft returns to review-ready stage. Your firm reviews the file and lodges directly with the ATO under your registered tax agent number. You keep full control of the client relationship and all compliance responsibility. We support your process; we don’t replace your authority.
You share source documents via a secure channel (SharePoint, Google Drive, or our shared portal). We review them, flag any gaps, and prepare the return inside your tax software or as a structured workpaper. We QC the file internally and hand it back with a clear summary and any outstanding queries flagged. Typical turnaround is 3–5 business days, though complex returns may take a little longer.
We offer two engagement models — full-time or part-time. Both give you a dedicated tax preparer working exclusively on your firm’s work, with the same quality and turnaround standards. The right fit depends on your return volume. Get in touch and we’ll help you work out which model makes sense.
Data security is taken seriously at BlueCrest. We work within password-protected environments, use encrypted file transfer channels, and operate under a signed confidentiality agreement before any work begins. We do not retain client data beyond what is necessary for the engagement. If your firm has specific data handling requirements, we’re happy to align to your protocols.
We work on fixed-fee pricing based on the scope of work — there are no hourly billing surprises. Fees vary depending on client complexity, entity type, and volume. We’ll provide a clear written quote before any work begins. To get an indicative cost for your requirements, visit our rate card page or contact us for a tailored quote.
Yes. We’re structured to absorb higher volumes without disrupting your workflow. Whether you’re a smaller firm that needs a part-time preparer or a larger practice needing full-time dedicated support, we allocate capacity based on your expected workload. Most firms discuss their requirements with us before the July financial year-end period to ensure everything is in place.
A freelancer works solo — if they’re sick, on leave, or unavailable, your work stalls. BlueCrest is a structured KPO with a dedicated team, internal QC processes, and accountability built in. You get the reliability of a structured firm rather than the risk of a single person. Our team is led by a Chartered Accountant with over a decade of Australian tax and SMSF experience, so the work is reviewed by someone who understands the complexity.

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