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Checklists & Documents

Helpful Hints

Use this information guide on how to best protect from cybercrime.

Rental Property Schedule

Use this schedule for income and expenses related to Rental Property

CGT Summary Property

This summary includes sale price, cost base and capital gain fields

CGT Summary Shares

Use this template to track your share portfolio

Cash Payments Schedule

Ready to use expenses tracking spreadsheet


A simple spreadsheet for new and small businesses, just like a columned book that adds it for you

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