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Checklists & Documents

Information Relating to COVID-19

Stimulus Package
Stage 1 Closures
Stage 2 Open
Stage 2 Closures

Latest News

February 2020

Rental Property Schedule

Use this schedule for income and expenses related to Rental Property

Capital Gains Tax Summary

Keeps records of your Sale Price, Cost Price and Capital Gain

Cash Payments Schedule

A ready to use Balance Sheet to help you keep track

Cashbook

The perfect Cashbook for clients to help manage cash flow

Employee Details Update Template

Got new staff? Use this form to gather required information

Taxable Payments Information Sheet

This spreadsheet can help collect information required by ATO

Employee TFN Declaration Form

Work out how much tax to withhold from payments made

New Client Details Form

Use this form to help obtain details from new clients