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Please note, the templates available for purchase in our Shopping Cart at the advertised prices are licensed for use by up to 5 people in your firm. If you have more than 5 staff wanting to use these templates, please contact us for the relevant pricing.
  1. Accounts Preparation - Engagement Letter

    Accounts Preparation - Engagement Letter

    $95.00
    Letter of Engagement confirming the engagement and assignments to be undertaken and the estimated fees charged. This letter complies with the requirements of the APES 320, APES 220 and the Tax Agent Services Act 2009. Learn More

  2. Cashflow Electronic Workpapers

    Cashflow Electronic Workpapers

    $195.00
    This is an easy to use and very useful workbook for budget and cashflow preparation purposes. The workpapers enable you to calculate the monthly movements of cash and produce both monthly and year to date comparison between budget and actual data. Learn More

  3. 2011 Accounts Preparation Electronic Workpapers

    2011 Accounts Preparation Electronic Workpapers

    $995.00
    These workpapers contain a comprehensive set of tools for the preparation and completion of a business accounts and income tax return.

    All of our workpapers provide for paperless processing with a review area on each individual worksheet and an area to hyperlink source documents.


    Learn More

  4. 2011 Personal ITR Document Set

    2011 Personal ITR Document Set

    $695.00
    A full set of documents for 2011 Personal ITR, including:

    Personal ITR Procedure Flowchart
    2011 Personal ITR Workbook
    2011 Personal ITR Checklist
    2011 Personal ITR Year End Questionnaire
    2011 Rental Property Checklist
    2011 Personal ITR Deceased Estates Checklist
    2011 Personal ITR Personal Services Income Checklist
    2011 Personal ITR Covering Letter Learn More

  5. Choosing and Establishing a Business Structure Document Set

    Choosing and Establishing a Business Structure Document Set

    $145.00
    The decision to establish a new business structure or to rearrange a business structure requires careful thought and planning. This document set provides guidance on considerations to be made and issues to be raised when establishing/restructuring a business. Learn More

  6. 2011 Accounts Preparation Electronic Workpapers Small Assignment

    2011 Accounts Preparation Electronic Workpapers Small Assignment

    $395.00
    This set of workpapers provides the necessary tools to assist with the preparation of year end accounts for small business clients with straightforward tax affairs.

    Spare worksheets have been provided for your own use.
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  7. 2011 Accounts Preparation Full Document Set

    2011 Accounts Preparation Full Document Set

    $1,095.00
    This complete document set will help you in preparing a set of financial accounts for a client from start to finish. This document set includes the procedure, and all the relevant checklists, forms and letters. By purchasing the complete set you will save over $440 than individual purchases of the Year End Accounts Preparation documents. Learn More

  8. 2011 Tax Facts & Figures Reference Guide

    2011 Tax Facts & Figures Reference Guide

    $225.00
    This ‘must have’ resource contains current and historical data Learn More

  9. 2011 Family Trust Election Checklist

    2011 Family Trust Election Checklist

    $49.95
    Checklist to follow and worksheets to complete when considering the application of the trust loss provisions and other family trust election issues. Learn More

  10. 2011 Trust Characterisation of Income Minute and Resolution

    2011 Trust Characterisation of Income Minute and Resolution

    $29.95
    Forms (minute and resolution) to record the trustee's decision with respect to the characterisation of trust income for the year.
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