Electronic Workbooks

These workpapers provide three different valuation methods for small to medium enterprises (up to $2 million), as well as for large enterprises ($2 million and above). The workpapers also cover the essential information in relation to contentious issues to be considered, whilst offering the flexibility to use different methods, depending on the circumstances of the business. Learn More

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

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.


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These workpapers cater for all items on the Individual Tax Return with individual worksheets linking through to a summary page with areas where you can enter items where a full worksheet is not required. This year we have added worksheets for new items on the 2011 tax return including employee share schemes and the income tests. With review areas on each worksheet used, all sheets allow for paperless processing and review. Learn More

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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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

These workpapers include worksheets for Capital Gains, Pension Calculations, Dividends and Interest, Distribution, GST and all other components of an SMSF assignment, including sheets for you to copy and paste a trial balance. All of our workpapers provide for paperless processing with a review area on each individual worksheet and an area to hyperlink all those client source documents. Learn More

**Please note these workpapers are only available as Microsoft Excel 2007 and above due to the complexity of some of the formulae**

This document set will assist you in completing the year- end compliance requirements for trusts. This document set includes the workpapers, minutes and resolutions, and checklists, which is in line with recent changes in the Trust legislation. Learn More

This document set will help you in completing the SMSF year-end compliance assignment.

It includes the workpapers, forms, checklists and letters to assist with the preparation of the SMSF year-end compliance.
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