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Shop TemplatesNow Tax planning
Tax Planning
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.
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Tax Planning Document Set
$495.00Having knowledge of how your business or your client’s business has been performing to date, estimating the income and expenses and calculating the estimated tax liabilities are essential in performing the tax and strategy planning. This document set will assist you in the tax planning preparation. Learn More -
Tax Planning Workpapers 2012
$395.00These workpapers contain a comprehensive set of tools to prepare estimates of income and expenses, and to calculate the estimated tax liability for an entity and entity group. Learn More -
Tax Planning Questionnaire
$49.95This questionnaire will prove to be a valuable time saving tool. It enables you to complete the client’s accounts and estimates accurately and efficiently, saves your time from having to come back to the client multiple times requesting more information and will in turn save the client unnecessary fees that might otherwise be incurred. Learn More -
Tax Planning - Business Clients Checklist 2012
$49.95This is a comprehensive checklist that covers broad range of issues to be considered when completing a tax planning assignment for business clients. The checklist also provides links to the relevant web resources. Learn More -
Tax Planning - Individual Clients Checklist 2012
$49.95This checklist provides a comprehensive list of areas to consider when undertaking a tax planning assignment for individual clients. Various web links are also provided in the checklist. Learn More -
Salary Sacrifice Document Set
$295.00Are you thinking of salary packaging or often asked by your clients about salary packaging? Do you want to know your net disposable income before and after packaging? This document set includes a checklist and workpapers which contain the essential information and tools to help you evaluate the benefits of a salary packaging arrangement. Learn More -
2012 FBT Workpapers and Full Document Set
$495.00Fringe Benefits Tax is one of the most complex areas in taxation. This document set is designed to help you save time and provides essential tools to help you complete an FBT assignment from obtaining information from the client to completing the FBT Return. Learn More -
2012 FBT Workpapers
$395.00These workpapers cater for 15 different benefits and for up to 30 employees with all benefits transferred directly to the employee worksheet. The FBT Return can be completed simply by entering data directly from the Summary worksheet. Learn More -
2012 FBT Information Gathering Questionnaire
$49.95This questionnaire will enable you to collect the required information from the client efficiently. It provides extensive questions to determine which types of fringe benefits apply to the client. Learn More -
2012 FBT Covering Letters
$29.95On completion of an FBT assignment, the FBT Completion Simple Covering Letter can be used where the numbers and/or types of the fringe benefits is straightforward. The FBT Complex Covering Letter is useful where there is a wide variety of types of benefits. The FBT Employee Contribution Journal Covering Letter is suitable where no FBT Return is required, but an employee contribution journal is required. Learn More
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