Income Tax

Letter of Engagement for individuals and clients who require tax work only. This letter complies with the requirements of the APES 320, APES 220 and the Tax Agent Services Act 2009. Learn More

This Personal ITR Checklist offers a wealth of knowledge, in particular for the less experienced accountant, and should be used at the start of an assignment to ensure that items are not missed. Learn More

This checklist is designed to be used in the income year during which a person is deceased. It deals with the final return up until the date of death and the first return of the deceased estate. Learn More

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

Year End Questionnaire to send to clients to gather information for the preparation of an individual tax return. Learn More

The Rental Property Checklist enables you to make sure that all items relating to a a client's rental property have been included as income and deductions. Learn More

Use this checklist when determining if Personal Services Income applies to a client. Learn More

This checklist is used to ensure that the taxation and compliance matters for a company are correctly addressed. It offers a wealth of knowledge, particularly for the less experienced accountant, and should be used at the start of an assignment to ensure that items are not missed. Learn More

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