Templates,Forms & Guides

Please click the name of the template or form to download.

• New Client Checklist

  For new clients, please download the new client checklist and fill out your details.

• Tax File Number Declaration Form

This is a great way to ensure you collect at the necessary employee information for payroll purposes.

• Superannuation Choice Form

  Employees will need their superannuation paid, this form will assist in collecting relevant superannuation details from your employees.

• Notice of Intent to Claim Form

  If you have made personal (non-concessional) contributions during a financial year and would like to claim them as a tax deduction, you can use this form to notify your superannuation fund.

• Logbook Template

  If you would like to claim Motor Vehicle expenses, a logbook is necessary. This template will assist you in keeping track of the work related usage.

• Client-agent linking Steps

  If you are a new client coming across to us, this guide will assist you in nominating us as your tax agent.

• Occupation and Industry Specific Guides

  Follow the link to view guides about what tax deductions you may be able to claim based on the industry you work in.