Document Sets
Our document sets are standalone templates, checklist & worksheets designed to help you save time.
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FBT Document Set 2019
- FBT – Checklist 2019
- 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 2019
- Tax Planning – Business Clients Checklist 2019
- Tax Planning – Business Clients Checklist 2019
- Tax Planning – Client Meeting Agenda
- Tax Planning – Client Newsletter 2019
- Tax Planning – Income Tax Changes Reference 2019
- Tax Planning – Individual Clients Checklist 2019
- 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 2019
- Company Debit Loan Checklist 2019
- Debt and Equity Checklist 2019
- Debt and Equity Interests Election
- Non-Share Capital Account…
- Company Debit Loan Checklist 2019
- Debt and Equity Checklist 2019
- Debt and Equity Interests Election
- Non-Share Capital Account
- Sub-Trust Establishment Resolution
BAS & IAS 2019
- BAS and IAS Preparation – Checklist 2019
- BAS Covering Letter (short version)
- BAS Covering Letter with Accountant’s Report
- Activity Statement Information Gathering Letter
- BAS and IAS Preparation – Checklist 2019
- 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
SMSF Audit 2018
- SMSF – Super Fund Audit Representation Letter
- SMSF Audit Bank Confirmation Request
- SMSF Audit Engagement Letter
- SMSF Audit Confirmation Request Letter and Authority
- SMSF – Super Fund Audit Representation Letter
- SMSF Audit Bank Confirmation Request
- SMSF Audit Engagement Letter
- SMSF Audit Confirmation Request Letter and Authority
- SMSF Audit Ethical Clearance on Acceptance of Engagement Letter
- SMSF Audit Ethical Clearance on Loss of Client Letter
- SMSF Audit Investment Confirmation Request Letter – Chess Sponsor
- SMSF Audit Investment Confirmation Request Letter
- SMSF Audit Section 129 Notice Letter
- SMSF Audit Strategy Letter to Those Charged with Corporate Governance
- SMSF Audit Trustee Management Letter
- SMSF Independent Auditor’s Report
SMSF Compliance 2018
- Year End Questionnaire – Covering Letter
- SMSF Year End Checklist 2018
- SMSF Engagement Letter
- Year End Questionnaire – Covering Letter
- SMSF Year End Checklist 2018
- SMSF Engagement Letter
- SMSF – Year End Questionnaire 2018
- SMSF – Year End Covering Letter
- SMSF – Super Fund Audit Representation Letter
- SMSF – Section 290-170 Notification Fund Acknowledgement
- SMSF – Section 126K Declaration Not a Disqualified Person
- SMSF – Annual General Meeting Minute
- Notes for Persons Signing Income Tax Returns
Accounts and Tax 2018
- Accounts & Tax Checklist 2018
- Accounts and Tax – Year End Questionnaire 2018
- Accounts and Tax Covering Letter
- Accounts and Tax Engagement Letter
- Accounts & Tax Checklist 2018
- Accounts and Tax – Year End Questionnaire 2018
- Accounts and Tax Covering Letter
- Accounts and Tax Engagement Letter
- Company – Dividend Resolution
- Company Dividend and Interest Schedule Letter
- 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
- Rollover of Trading Stock Election
- Shareholder Distribution Statement
- Trust Distribution Statement
- 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 2018
- Authority to Deduct Fees
- Notes for Persons Signing Income Tax Returns
- Personal ITR – Checklist 2018
- Authority to Deduct Fees
- Notes for Persons Signing Income Tax Returns
- Personal ITR – Checklist 2018
- Personal ITR – Covering Letter
- Personal ITR – Year End Questionnaire 2018
- Tax Engagement Letter
- Year End Questionnaire – Covering Letter
2018 Privacy and Data Breach
- Data Breach Management and Response Plan – Template
- Data Breach Notification Considerations
- Data Breach Policy Consideration
- 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
- Creating a Business Plan – Guide
- Creating a Business Plan Covering Letter
- Entity Matrix – Choosing a Business Structure
- Establishment of New Business Structure Letter
- Meeting Agenda – Buying a Business
- Meeting Agenda – Choosing a Business Structure
- 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 – Acceptance and Continuance of Client Relationships
- QA Policy – Engagement Performance
- Profit and Cashflow Plan Workpapers
- QA Policy – Ethical Requirements
- QA Policy – Acceptance and Continuance of Client Relationships
- QA Policy – Engagement Performance
- QA Policy – Mission Statement
- QA Policy – Ethical Requirements
- QA Policy – Human Resources
- QA Policy – Monitoring Quality Control in the Firm
- QA Policy – Quality Assurance in the Firm
- QA Policy – Risk Management
- Risk Management Framework – Template
- The Firm’s Commitment to the Team Members