RESOURCES
FORMS & CHECKLISTS
Whether you’re new client, completing your returns remotely or just need help to prepare your documents for your appointment. Here are a selection of our most popular forms and checklists. If you live in a remote community you can email us directly for a copy of our community tax return form.
Individual client form
Business client form
Rental Property checklist
Tax Return prep checklist
Planning tool to help businesses reopen
The government’s National COVID-19 Coordination Commission (NCCC) has released an online planning tool to help businesses develop a plan to keep their workers, customers and the community safe as they reopen or increase their activities in the weeks and months ahead....
COVID-19 and residential rental property claims
Many residential rental property owners have had their rental income affected by COVID-19. As a result of this income year not being business as usual, the ATO has provided answers to some typical scenarios that may crop up in this area for tax time. Q: If...
COVID-19 instant asset write off & accelerated depreciation
While many of the COVID-19 stimulus changes such as the JobKeeper payment are grabbing headlines, it is easy to overlook the significance of the $150,000 instant asset write off provisions. The key changes for the instant asset write off include the following....
Last-minute tax planning tactics
This financial year is almost over, but there are still effective strategies you may be able to employ to make sure you pay the right amount of tax for the 2019-20 year and maximise any refund entitlement. This is still, if not more so, the case in the current...