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Document Sets

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

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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.

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

FBT 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

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

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 Audit Section 129 Notice Letter
SMSF Audit Investment Confirmation Request Letter
SMSF Audit Investment Confirmation Request Letter – Chess Sponsor
SMSF Audit Ethical Clearance on Acceptance of Engagement Letter

SMSF Audit Strategy Letter to Those Charged with Corporate Governance
SMSF Audit Trustee Management Letter
SMSF Independent Auditor’s Report

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