Helpful templates, forms, checklists and links


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.


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)


Some of our clients find these websites useful for general research before approaching us for advice.
  • Calculators and Apps - see ASIC's Moneysmart website for all your money issues.
  • ASIC Connect - Manage your business registrations from here
  • ABN Lookup - Check the ABN of the person or business that invoiced you.
  • ASBFEO - Australian Small Business and Family Enterprise Ombudsman
  • Business QLD - Grants and Business Support
  •  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.


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