TEMPLATES
Our Excel templates are designed to help you to give us your information in a way that we are used to working with. They provide the information that is needed for your tax return. Using them saves time and accounting fees.
Click on the links below to download and save them to your computer. Add your name and the tax year to the file name. There are guidelines in the comments of the Excel headings.
Click on the links below to download and save them to your computer. Add your name and the tax year to the file name. There are guidelines in the comments of the Excel headings.
- Bitcoin trades worksheet for tax analysis
- Investment Asset Register (coming soon)
- Personal budget planner (coming soon)
- Cash flow analysis (coming soon)
- .... more to come!
CHECKLISTS & FORMS
New clients can provide their details to us by secure file upload or in person - please contact us first to request an appointment (essential). The checklists below are a good general guide, however, your circumstances may be simpler or more complicated. Please provide any additional information relating to your affairs when we meet.
- SMSF Checklist (coming soon)
- Investment Property Checklist (coming soon)
- Business Plan Checklist (coming soon)
- Business Advice Meeting Checklist (coming soon)
HELPFUL LINKS
Some of our clients find these websites useful for general research before approaching us for advice.
Business.gov.au/finance A handy overview on: Managing Finances - Accounting - Invoicing - Funding - Managing Debt - Tax - Super
Good Practice Checklist for Small Business from CPA Australia: Identify and systemise the tasks that must be done to keep a business in good shape.