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Running the books

Sole trader vs company: what actually changes in your bookkeeping

A sole trader and their business are the same legal person, so money you take out is drawings. A company is a separate person, so money you take out has to be a wage, a dividend or a loan — and each is recorded differently.

9 min read · Last reviewed 2026-09-27

On this page

  1. 1.The one difference everything follows from
  2. 2.Paying yourself
  3. 3.Separation of accounts
  4. 4.How tax lands
  5. 5.What each structure has to keep
  6. 6.What your chart of accounts should look like
  7. 7.If you are changing structure mid-year

Most articles about this compare tax rates and liability. This one is about the books, because that is where the difference shows up every week rather than once a year.

We are not certain: This is not structuring advice

Which structure suits you depends on your risk, your income, your family situation and your plans — and getting it wrong is expensive to unwind. This guide explains what changes in the bookkeeping once the decision is made. The decision itself belongs with a registered tax agent or accountant.

The one difference everything follows from

A sole trader is not separate from their business. There is one legal person, one tax file number, one income tax return. The ABN is attached to you.

A company is a separate legal person. It has its own ACN, its own ABN, its own tax file number, and it lodges its own tax return. Its money is not your money, even if you own all of it.

Every bookkeeping difference below is a consequence of that.

Paying yourself

Sole traderCompany
What it is calledDrawingsWages, directors' fees, dividends, or a loan
Is it a business expense?No. Drawings are not a deduction — they are you taking your own profit.Wages and directors' fees are deductible to the company. Dividends are not.
Does it go through payroll?No. You cannot employ yourself.Wages and directors' fees do — including PAYG withholding, STP reporting and super.
Where it lands in the booksAn equity account, not an expense account.Payroll expense, or a dividend against retained earnings, or a loan account.
How money reaches you, by structure

Watch out: The mistake that costs the most to fix

Coding a sole trader's drawings as an expense overstates your costs and understates your taxable profit. Coding a company director's pay as "drawings" creates a loan from the company to the director — which brings Division 7A into play and can turn into a deemed dividend that is taxable in your hands. Both are silent at the time and both surface at tax time.

If you run a company and take money out irregularly rather than on a payroll cycle, you need to be deliberate about what each withdrawal is. A director's loan account that is never formalised is the most common problem in small-company books.

Separation of accounts

A sole trader is *strongly advised* to keep a separate business bank account. A company must — the company's money is legally not the director's, and mixing them undermines the separation that is the whole point of the structure.

  • Sole trader: one business account, personal spending kept out of it, and any personal use of a business asset apportioned.
  • Company: the company's account is the company's. A personal purchase on the company card is either a loan to you, a fringe benefit, or an error — and it has to be recorded as one of those.

How tax lands

A sole trader's business profit is included in their individual income tax return and taxed at individual marginal rates, with the tax-free threshold and the Medicare levy applying as normal.

A company pays tax on its own taxable income. For the 2025–26 income year the rate is 25% if the company is a *base rate entity*, and 30% if it is not. A company is a base rate entity when both of these are true:

  1. Its aggregated turnover is less than $50 million; and
  2. No more than 80% of its assessable income is base rate entity passive income — interest, dividends, royalties, rent and net capital gains.

The second test catches people out. A company under $50 million that earns most of its income passively — a company holding an investment property, for example — is not a base rate entity and pays 30%, regardless of its size.

Note: A lower company rate is not the same as less tax

Company tax is not the end of the story. When profit is paid out as a dividend it is taxed in the shareholder's hands, with a franking credit for the tax the company already paid. The company rate is a deferral and a smoothing mechanism, not a discount. Model it with your accountant rather than assuming 25% beats your marginal rate.

What each structure has to keep

RecordSole traderCompany
Income and expense records, 5 yearsYesYes
Bank reconciliationsYesYes
Tax invoices for GST claimsYes, if registeredYes, if registered
Asset register and depreciationYesYes
Payroll and STP recordsOnly if you employ othersYes, including for director wages
ASIC annual review and solvency resolutionNot applicableYes, every year
Register of members and share structureNot applicableYes
Minutes of resolutions, e.g. declaring a dividendNot applicableYes
Director loan account trackingNot applicableYes, if money moves either way

The extra company rows are the real ongoing cost of the structure, and they are why a company should not be set up casually. None of them are hard; all of them are compulsory.

What your chart of accounts should look like

Sole trader

  • An equity section with Owner's contributions and Owner's drawings — and nothing that invites you to book drawings as an expense.
  • A clear split between business and apportioned expenses (home office, vehicle) so the apportionment is visible rather than buried.

Company

  • Payroll expense accounts that include director wages and director super.
  • A director loan account per director, so the balance is always visible rather than reconstructed at year end.
  • Dividends paid against retained earnings, plus a franking account.
  • Retained earnings treated as the company's, not a personal pot.

Note: Where Ledgable helps

Ledgable's chart-of-accounts templates are structured for the entity type you tell it about at setup, and multi-entity workspaces let you run a trading company and a trust or a holding company side by side without mixing their ledgers.

If you are changing structure mid-year

Moving from sole trader to company is not a rename. It is one business ceasing and another starting: a new ABN, a new GST registration, a new set of books with a clean start date, and a transfer of assets that has its own tax consequences. Do not carry the old ledger over.

In practice that means a final sole trader return covering trading up to the changeover, and a company ledger that starts at the changeover with opening balances agreed with your accountant.

Ledgable's chart-of-accounts templates follow the entity type you choose, and one login handles multiple entities.

Set up a workspace for your structure

Common questions

No. A sole trader and their business are the same legal person, so you cannot employ yourself. Money you take out is drawings, recorded against equity, and it is not a deductible business expense.
25% for a base rate entity, otherwise 30%. A company is a base rate entity if its aggregated turnover is under $50 million AND no more than 80% of its assessable income is passive income such as interest, dividends, royalties, rent or net capital gains.
Because the company's money is legally not yours. An unstructured withdrawal becomes a loan from the company to you, which brings Division 7A into play and can be treated as a deemed dividend taxable in your hands. Money should leave as a wage, a properly declared dividend, or a documented loan.
It is not legally compulsory for a sole trader, but it is strongly advised - mixed accounts make reconciliation and apportionment far harder and weaken your records if the ATO asks questions. For a company a separate account is effectively mandatory, because the company's funds are not the director's.
No. Plenty of substantial businesses trade as sole traders. Structure should be chosen on risk, income level, who else is involved and your plans - not on appearance. Talk to a registered tax agent.
Payroll and STP for director wages, a director loan account per director, dividends and a franking account, an ASIC annual review with a solvency resolution, a register of members, and minutes for resolutions such as declaring a dividend.

Sources

Every rate, threshold and due date in this guide was checked against the pages below on the dates shown. Tax rules change — verify against the ATO before you rely on anything here, and get advice for your own situation.

  • Changes to company tax rates — checked 2026-09-27
  • Tips to get your base rate entity status correct — checked 2026-09-27

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