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Shoebox Books and Tax Ballarat

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Paul & Stacy are your local Ballarat tax and bookkeeping power couple!

As a Chartered Accountants with a mountain of experience, Paul, and an admin and business operations superstar, Stacy, they are here to help your business!

31/07/2025

We Make Accounting & Tax Simple! All in one place 👌

Whether you're an individual, sole trader, or small business owner, we’re here to make accounting and tax simple, stress-free, and clear all year round (and all the bits around it) simple, stress-free, and actually understandable.

✅ Tax returns? Sorted
✅ Tailored Accounting
✅ Smarter tax planning
✅ Stress-free lodgements
✅ Expert support, every step of the way
✅ Peace of mind, guaranteed

At Shoebox Books & Tax, we’re not just ticking boxes, we’re giving you confidence, compliance, and expert support that’s tailored to you.

Ready to simplify your accounting and tax? Contact us today!
📞 0423 895 786
https://shoeboxbooksandtax.com.au/tax-and-accounting/

09/07/2025

Tax time is one of the most anticipated moments of the year for many Australians.
Let’s be honest, who isn’t curious about how much they’ll get back? (Or, maybe how much they might owe, which isn’t quite as fun.) The truth is, there’s only one way to know for sure.

Introducing A Simple Tax Return Calculator Every Australian Can Use:

Take the guesswork out of tax season with our easy tax return calculator.
Get an instant estimate of your 2024–2025 tax refund by entering your income, tax withheld, and deductions. It’s quick, accurate, and completely free.

How Our Tax Calculator Helps You

Whether you’re an employee earning over $45,000, a sole trader, or a small business owner, our calculator helps you:

• Estimate your potential tax refund or amount payable
• See how your income and deductions impact your refund
• Plan ahead before lodging your tax return with the ATO

It’s a handy way to get peace of mind and take control of your tax season.

Small Business? This Is for You Too!
Tax time can feel like a full-time job for business owners. You must track income, claim deductions, manage GST, and meet ATO reporting obligations. Our calculator gives you a starting point.

👉 Use our online tax calculator now: https://shoeboxbooksandtax.com.au/tax-calculator

If you need help with your tax return, contact our experts at Shoebox Books & Tax.
📞 0423 895 786

19/06/2025

EOY Employment & Payroll Changes for Employers

✅ Minimum Wage Increase – 3.75%
Effective 1 July 2025, the national minimum wage and award wages are increasing. Employers should review and adjust pay rates accordingly.

✅ Superannuation Guarantee Increase to 12%
From 1 July 2025, the SG rate increases from 11.5% to 12%. Payroll systems must be updated to reflect the new rate.

✅ STP Finalisation Due: 14 July 2025
Ensure payroll data is finalised and employee income statements are marked as ‘Tax Ready’.

✅ TPAR Lodgement Due: 28 August 2025
Required for businesses in building, cleaning, freight, IT and security industries who pay contractors.

✅ Additional Fair Work Changes
Including new casual employment rules, ‘right to disconnect’ laws, and changes to deductions from pay.

10/02/2025

At Shoebox Books & Tax Ballarat, we offer comprehensive tax services to give you peace of mind.

From annual tax returns to income tax, business activity statements, and expert tax advice, we’ve got you covered!
As your trusted tax experts, we handle every detail, so you can relax knowing your tax responsibilities are in expert hands.

Contact us today to get started! Ph: 0412 759 444

https://shoeboxbooksandtax.com.au/experts/ballarat/

28/01/2025

Navigating tax obligations can be challenging for business owners. With tax laws evolving each year, staying informed and proactive is essential to managing your financial responsibilities effectively. But with the right planning, you can reduce liabilities, optimise savings, and ensure compliance.

Here are some essential tips to help you navigate tax obligations in 2025:

✅ Stay Updated on Tax Changes: Tax laws evolve, so it’s crucial to monitor updates to rates, thresholds, and deductions, like changes to instant asset write-offs and superannuation caps.
✅ Maximize Your Deductions: Track work-related expenses, superannuation contributions, and charitable donations to lower your taxable income. Keep receipts and records!
✅ Plan for EOFY Early: Don't wait until June! Proactively plan throughout the year by regularly reviewing income, using forecasting tools, and managing cash flow to avoid surprises.
✅ Optimise Your Investments: Smart investment strategies can help you manage capital gains tax (CGT) and optimise returns.

Need help navigating tax planning for 2025? Contact Shoebox Books & Tax Ballarat today for expert guidance!

Ph: 0412 759 444

ShoeboxBooksAndTax

22/10/2024

Shoebox Books & Tax Ballarat are proud to sponsor the Ballarat FNC

01/07/2024

Small businesses may receive a 20% bonus deduction for the 2024 financial year on expenditures to improve energy efficiency!

If your business has an annual turnover of less than $50 million, you can claim this bonus for eligible assets and improvements made between July 1, 2023, and June 30, 2024. This incentive can help you save on energy bills while making your operations more eco-friendly.

For more details, visit the ATO’s website by clicking on the link provided in the first comment.

18/06/2024

EOFY Deadlines – Your Time to Shine!

As the busiest time of the year for BAS Agents approaches, we're here to shed light on key deadlines and encourage you to tackle your End-Of-Financial-Year (EOFY) obligations.

Key Deadlines to Remember:

📅 30 June - Deductible superannuation contributions
📅 14 July - Income statement finalisations
📅 21 July - June Monthly Activity Statements
📅 28 July - June Quarter SG Contributions
📅 28 Aug - TPAR Annual Returns

Stay ahead and make this EOFY your grand finale!

If you struggle to keep your books in order, get in touch with your BAS agent at Shoebox Books and Tax Ballarat and secure your no-obligation consultation today.

27/05/2024

Big news for small businesses! The government has extended the $20,000 instant asset write-off until June 30, 2025!

This means if you're a small business with an annual turnover of less than $10 million, you can immediately deduct the full cost of eligible assets each costing less than $20,000. This applies to assets first used or installed ready for use from July 1, 2023, to June 30, 2025.

Invest in your business by upgrading your tools, technology, or equipment and benefit from immediate tax deductions. The best part? There's no limit to how many eligible assets you can write off!

Not sure how to make the most of this tax benefit? Get in touch with Shoebox Books & Tax Ballarat for expert advice and guidance. 💡📈

19/03/2024

Boost Your Small Business with the ATO’s Latest Benchmarks!

Want to see how your business stacks up against others in your industry for the 2021-22 period? The updated benchmarks are here to guide you through comparing your turnover and expenses with industry peers, offering insights for potential growth and efficiency improvements.

Simply utilize the ATO app's Business Performance Check tool to gauge your position within your industry's financial landscape. Whether you're aiming to optimize costs or enhance profitability, understanding where you stand can lead to strategic negotiations and smarter financial decisions.

You can also find the benchmarks on the ATO website and pinpoint your performance today: https://www.ato.gov.au/businesses-and-organisations/income-deductions-and-concessions/small-business-benchmarks

For those seeking precision and expertise, consider consulting with a registered tax professional or BAS agent. Shoebox Books and Tax Ballarat can help you navigate your financial landscape, offering comprehensive support for all your accounting and bookkeeping needs.

Address

73 Curtis Street
Ballarat, VIC
3350

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

https://shoeboxbooksandtax.com.au/experts/ballarat/

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