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Document Sets

Our document sets are standalone templates, checklist & worksheets designed to help you save time.

These document sets DO NOT include Smart Workpapers.

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Please check here to ensure your system meets the requirements to use these Document Sets.

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2019 Good Bad Ugly Report 

See how your firm stacks up.

Our Good Bad Ugly reports are the Australian accounting profession’s most widely respected benchmarking tools.
Download your report via the link in your invoice.

FBT 2020

  • FBT – Checklist 2020
  • FBT Declaration & Elections
  • FBT – Complex covering Letter
  • FBT – Employee Contribution Journal Covering Letter
  • FBT – Employee Contribution Set Off Confirmation Letter
  • FBT – Employee Contributions Set Off Request Letter
  • FBT – Information Gathering Questionnaire
  • FBT – Information Gathering Letter
  • FBT – Simple Covering Letter

Tax Planning 2020

  • Tax Planning – Business Clients Checklist 2020
  • Tax Planning – Client Meeting Agenda
  • Tax Planning – Client Newsletter 2020
  • Tax Planning – Income Tax Changes Reference 2020
  • Tax Planning – Individual Clients Checklist 2020
  • Tax Planning – Primary Production Questionnaire
  • Tax Planning Questionnaire
  • Tax Planning Recommendation for Business Clients – Email Template
  • Tax Planning Recommendation for Individuals – Email Template
  • Tax Planning Recommendation Letter for Business Clients
  • Tax Planning Recommendation Letter for Individuals
  • Tax Planning Review Letter for Business Clients
  • Tax Planning Review Letter for Individuals

Division 7a 2020

  • Company Debit Loan Checklist 2020
  • Debt and Equity Checklist 2020
  • Debt and Equity Interests Election
  • Non-Share Capital Account
  • Non-Share Capital Account
  • Sub-Trust Establishment Resolution

BAS & IAS 2020

  • BAS and IAS Preparation – Checklist 2020
  • BAS Covering Letter (short version)
  • BAS Covering Letter with Accountant’s Report
  • Activity Statement Information Gathering Letter
  • BAS Information Gathering Quesntionnaire
  • Business Activity Statement Email Template
  • ISA – Covering Letter
  • Installment Activity Statement Email Template

Accounts and Tax 2019

  • Accounts & Tax Checklist 2019
  • Accounts and Tax – Year End Questionnaire 2019
  • Accounts and Tax Covering Letter
  • Accounts and Tax Email Template
  • Accounts and Tax Engagement Letter
  • Company – Dividend Resolution
  • Company Dividend and Interest Schedule Letter
  • Family Trust Election Resolution
  • Forced Sale of Livestock – Inclusion of Deferred Profit
  • Forced Sale of Livestock Election – Deferral of Profit
  • Forced Sale of Livestock Election – Replacement Stock
  • Notice to Correct Franking Credit Allocation
  • Partnership Distribution Statement
  • Partnership Salary Resolution
  • Primary Production – Year End Questionnaire 2019
  • Rollover of Depreciating Assets Election
  • Rollover of Trading Stock Election
  • Shareholder Distribution Statement
  • Trust Distribution Statement
  • Trust Year End Distribution – Covering Letter
  • Trust Year End Distribution Resolution – No Income Streaming
  • Trust Year End Distribution Resolution – With Income Streaming
  • Withdrawal from the Primary Producer Averaging System Election
  • Year End Questionnaire – Covering Letter

Personal ITR 2019

  • Authority to Deduct Fees
  • Notes for Persons Signing Income Tax Returns
  • Personal ITR – Checklist 2019
  • Tax Engagement Letter
  • Personal ITR – Covering Letter
  • Personal Income Tax Return Email
  • Personal ITR – Year End Questionnaire 2019
  • Year End Questionnaire – Covering Letter

Salary Sacrifice 2020

  • Salary Sacrifice – Checklist 2020

Year End Questionnaires 2019

  • Accounts & Tax – Year End Questionnaire 2019
  • Personal ITR – Year End Questionnaire 2019
  • SMSF – Year End Questionnaire 2019
  • Primary Production – Year End Questionnaire 2019
  • Year End Questionnaire – Covering Letter

SMSF Compliance 2019

  • Year End Questionnaire – Covering Letter
  • SMSF Year End Checklist 2019
  • SMSF Engagement Letter
  • SMSF – Year End Questionnaire 2019
  • SMSF – Section 290-170 Notification Fund Acknowledgement
  • SMSF – Super Fund Audit Representation Letter
  • SMSF – Year End Covering Letter
  • SMSF – Section 126K Declaration Not a Disqualified Person
  • SMSF – Annual General Meeting Minute
  • Notes for Persons Signing Income Tax Returns

Privacy and Data Breach 2019

  • Data Breach Management and Response Plan – Template
  • Data Breach Notification Considerations
  • Data Breach Policy Consideration
  • Managing Personal Information
  • Privacy Impact Assessment Report Considerations
  • Privacy Management Plan – Template
  • Privacy Policy considerations

Please note: Our templates are not legal documents and we recommend that you seek independent legal advice regarding your Privacy and Data Breach documents (including your policies, processes and plans).

Advisory Tools

  • Business Plan – Template
  • Creating a Business Plan – Guide
  • Creating a Business Plan Covering Letter
  • Entity Matrix – Choosing a Business Structure
  • Meeting Agenda – Choosing a Business Structure
  • Establishment of New Business Structure Letter
  • Meeting Agenda – Buying a Business
  • Purchase of Business Checklists
  • Your Guide to Buying a Business
  • Your Guide to Buying a Business Covering Letter

Firm Tools

  • Firm Budget and Cashflow Plan Workpapers
  • QA Policy – Ethical Requirements
  • QA Policy – Acceptance and Continuance of Client Relationships
  • QA Policy – Monitoring Quality Control in the Firm
  • QA Policy – Mission Statement
  • QA Policy – Human Resources
  • QA Policy – Quality Assurance in the Firm
  • Risk Management Framework – Template
  • The Firm’s Commitment to the Team Members
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