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Template Packs

Our template packs are standalone templates, checklist & documents designed to help you save time.

These template packs DO NOT include Smart Workpapers.

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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.

Human Resources 2020

  • Career Development Reviews Checklist
  • Employment Interview Questions
  • Employment Reference Letter
  • Induction Checklist
  • New or Change Team Member Details
  • New Team Member Booklet
  • New Team Member IT Set-up Form
  • Notice to Unsuccessful Applicants
  • Offer of Employment Letter and Standard Terms and Conditions
  • Personnel Records Checklist
  • Position description – Accountant – Level 1-3
  • Position Description – Business Manager
  • Position Description – Client Relationship Manager
  • Position Description – Client Services Co-ordinator
  • Position Description – Information Technology Manager
  • Position Description – Partner, Director or Principal
  • Position Description – Payroll Officer
  • Position Description – Receptionist or Administration Officer
  • Position Description – Senior Accountant
  • Position Description – Template
  • Probation Period Checklist
  • Probation Period Completion Letter
  • Recruitment Advertisement
  • Recruitment Advertisement Sample
  • Recruitment Interview Checklist
  • Reference Check Form – Verbal
  • Reference Check Letter

Accounts and Tax 2020

  • Accounts & Tax Checklist 2020
  • Accounts and Tax – Year End Questionnaire 2020
  • 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 2020
  • 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 Minute – No Income Streaming
  • Trust Year End Distribution Minute – No Income Streaming
  • 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

BAS & IAS 2021

  • Activity Statement Information Gathering Letter
  • BAS and IAS Preparation – Checklist 2021
  • BAS Covering Letter (short version)
  • BAS Covering Letter with Accountant’s Report
  • BAS Information Gathering Quesntionnaire
  • Business Activity Statement Email Template
  • ISA – Covering Letter
  • Installment Activity Statement Email Template

SMSF Compliance 2020

  • Account Based Pension (TRIS) Minimum and Maximum Letter
  • Account Based Pension Minimum Payment Letter
  • Allocated Pension Minimum and Maximum Letter
  • Notes for Persons Signing Income Tax Returns
  • SMSF – Annual General Meeting Minute
  • SMSF – Section 126K Declaration Not a Disqualified Person
  • SMSF – Section 290-170 Notification Fund Acknowledgement
  • SMSF – Super Fund Audit Representation Letter
  • SMSF – Section 126K Declaration Not a Disqualified Person
  • SMSF – Year End Covering Letter
  • SMSF – Year End Questionnaire 2020
  • SMSF Engagement Letter
  • SMSF Year End Checklist 2020
  • SMSF Year End Email Template
  • Year End Questionnaire – Covering Letter

Personal ITR 2020

  • Authority to Deduct Fees
  • Notes for Persons Signing Income Tax Returns
  • Personal ITR – Checklist 2020
  • Personal ITR – Covering Letter
  • Personal Income Tax Return Email
  • Personal ITR – Year End Questionnaire 2020
  • Tax Engagement Letter
  • Year End Questionnaire – Covering Letter

Year End Questionnaires 2020

  • Accounts & Tax – Year End Questionnaire 2020
  • Personal ITR – Year End Questionnaire 2020
  • SMSF – Year End Questionnaire 2020
  • Primary Production – Year End Questionnaire 2020
  • Year End Questionnaire – Covering Letter

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 2021

  • Company Debit Loan Checklist 2021
  • Debt and Equity Checklist 2021
  • Debt and Equity Interests Election
  • Non-Share Capital Account
  • Sub-Trust Establishment Resolution

Salary Sacrifice 2020

  • Salary Sacrifice – Checklist 2020

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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