Document Title

Procedure Area

Document Type

ABN and TFN Registration Advice Letter

Production

Letters

Acceptance of Engagement Ethical Clearance Letter

Clients

Letters

Acceptance of Resignation of Employment Letter

Team

Letters

Account Based Pension (TRIS) Minimum and Maximum Letter

Production

Letters

Account Based Pension Minimum Payment Letter

Production

Letters

Accounts and Tax Covering Letter

Production

Letters

Accounts and Tax Email Template

Production

Emails

Accounts and Tax Engagement Letter

Production

Letters

Accounts and Tax Procedure - How We Do It Here

Production

Procedures

Accounts and Tax Year End Questionnaire 2023

Production

Forms

Accounts Preparation Engagement

Production

Letters

Activity Statement Information Gathering Letter

Production

Letters

Application for Finance Covering Letter

Production

Letters

Application for Leave Form

Team

Forms

Applying for Finance Procedure

Production

Procedures

Applying for Finance Procedure Flowchart

Production

Procedures

ASIC Annual Review

Production

Procedures

ASIC Annual Review Flowchart Version

Production

Procedures

ASIC Annual Statement Solvency Minute

Production

Forms

ASIC Annual Statement Solvency Resolution

Production

Forms

ASIC Change of Company Name Covering Letter

Production

Letters

ASIC Change to Company Details

Production

Procedures

ASIC Change to Company Details Flowchart Version

Production

Procedures

ASIC Company Deregistration Application Covering Letter

Production

Letters

ASIC Company Deregistration Notification Covering Letter

Production

Letters

ASIC Company Registration Information Gathering Covering Letter

Production

Letters

ASIC Company Registration Information Gathering Form

Production

Forms

ASIC Company Registration Signature of Company Statutory Records Letter

Production

Letters

ASIC Consent to Appointment

Production

Forms

ASIC Directors Minute Change of Address

Production

Forms

ASIC Directors Minute Change of Office Holders

Production

Forms

ASIC Directors Minute Change of Office Holders Details

Production

Forms

ASIC Directors Minute Generic

Production

Forms

ASIC Directors Resolution Change of Address

Production

Forms

ASIC Directors Resolution Change of Office Holders

Production

Forms

ASIC Directors Resolution Change of Office Holders Details

Production

Forms

ASIC Directors Resolution Generic

Production

Forms

ASIC Form 484 Covering Letter

Production

Letters

ASIC Registration of a New Company

Production

Procedures

ASIC Registration of a New Company Flowchart Version

Production

Procedures

ASIC Registration of Company Checklist

Production

Checklists

ASIC Responsibilities of a Company Director or Secretary

Production

Forms

ASIC Review of Annual Statement Letter Discrepancies

Production

Letters

ASIC Review of Annual Statement Letter No Discrepancies

Production

Letters

ASIC Share Transfer Form Covering Letter

Production

Letters

ASIC Voluntary Deregistration of a Company

Production

Procedures

ASIC Voluntary Deregistration of a Company Flowchart Version

Production

Procedures

ATO Defaulted Payment Arrangement Letter

Production

Letters

ATO Garnishee Notice Letter

Production

Letters

ATO Instalment Obligations

Production

Procedures

ATO Lodgement Reminder Letter

Production

Letters

ATO Overdue Payment Notice Letter

Production

Letters

ATO Payment Arrangement Letter

Production

Letters

Authority to Deduct Fees

Production

Forms

BAS and IAS Preparation Procedure

Production

Procedures

BAS Covering Letter Short Version

Production

Letters

BAS Covering Letter with Accountant's Report

Production

Letters

BAS Information Gathering Questionnaire

Production

Forms

Budgets and Cashflow Forecast Checklist

Production

Checklists

Budgets and Cashflow Forecasts Procedure

Production

Procedures

Business Activity Statement Email Template

Production

Emails

Business Plan Template

Production

Forms

Buying or Setting Up a New Business

Production

Procedures

Buying or Setting Up a New Business Flowchart Version

Production

Procedures

Career Development and During Employment Procedure

Team

Procedures

Career Development Review Action Form

Team

Forms

Career Development Review Appraisal Form

Team

Forms

Career Development Review Form
​

Team

Forms

Career Development Review Self-Appraisal Form

Team

Forms

Career Development Reviews Checklist

Team

Checklists

Cashflow Workpapers

Production

Workpapers

Change to Client Details Covering Letter

Production

Letters

Client and Prospect Scripts

Marketing

Scripts

Client Categorisation Workpapers

Leadership

Forms

Client File Review Checklist

Leadership

Checklists

Client Files Reviewed Summary

Leadership

Procedures

Client Review and Categorisation Procedure

Leadership

Procedures

Client Termination Letter

Production

Letters

Clients Gained and Lost and Prospect Conversion

Leadership

Workpapers

Company Assessment Notice Payment

Production

Letters

Company Assessment Notice Refund

Production

Letters

Company Dividend and Interest Schedule Letter
​

Production
​

Letters
​

Company Dividend Resolution
​

Production
​

Forms

Company Shareholders Loan Accounts

Production

Procedures

Complaints Form

Clients

Forms

Complaints Reply Email Template

Production

Emails

Complaints Reply Letter

Clients

Letters

Conclusion of Employment Checklist

Team

Checklists

Creating a Business Plan Covering Letter
​

Production

Letters

Creating a Business Plan Guide

Production

Forms

Current Financial Status Workpapers

Production

Workpapers

Data Breach Management and Response Plan Template

Leadership

Forms

Data Breach Notification Considerations

Leadership

Letters

Data Breach Policy Considerations

Leadership

Forms

Dealing with Complaints Procedure

Clients

Procedures

Dealing with Complaints Script

Clients

Scripts

Debt and Equity Interests Election

Production

Forms

Debtors Control and Collection of Overdue Accounts

Finance

Procedures

Debtors Credit Review Checklist

Finance

Checklists

Debtors Final Letter of Demand for Overdue Accounts

Finance

Letters

Debtors Final Reminder for Overdue Accounts Email Template

Finance

Emails

Debtors First Reminder for Overdue Accounts

Finance

Letters

Debtors First Reminder for Overdue Accounts Email Template

Finance

Emails

Debtors First Telephone Call for Overdue Account

Finance

Scripts

Debtors Getting Debtors and Cashflow Under Control

Finance

Reference

Debtors Second Reminder for Overdue Accounts

Finance

Letters

Debtors Second Reminder for Overdue Accounts Email Template

Finance

Emails

Debtors Second Telephone Call for Overdue Account

Finance

Scripts

Disciplinary (First) Warning Letter

Team

Letters

Disciplinary (Second or Final) Warning Letter

Team

Letters

Division 293 Tax Assessment Letter

Production

Letters

Employee Record

Team

Forms

Employment Interview Questions

Team

Forms

Employment Reference Letter

Team

Letters

Engagement Letter for Other Assignments

Production

Letters

Engagement Procedure

Production

Procedures

Entity Matrix Choosing a Business Structure

Production

Reference

Error and Omissions Report

Leadership

Forms

Establishing a Business Structure

Production

Procedures

Establishing a Business Structure Flowchart Version

Production

Procedures

Establishment of New Business Structure Letter

Production

Letters

Exit Interview Questions

Team

Forms

Extension of Probationary Period Letter

Team

Letters

Family Trust Election Resolution

Production

Forms

FBT Car Benefits Operating Cost Method Election

Production

Forms

FBT Car Benefits Statutory Method Election

Production

Forms

FBT Complex Covering Letter

Production

Letters

FBT Declaration of Car Travel to Work Related Medical Expense

Production

Forms

FBT Employee Contribution Journal Covering Letter

Production

Letters

FBT Employee Contribution Set Off Confirmation Letter

Production

Letters

FBT Employee Contribution Set Off Request Letter

Production

Letters

FBT Employee's Car Business Use Declaration

Production

Forms

FBT Employment Interview or Selection Test Declaration

Production

Forms

FBT Expense Payment Benefit Declaration

Production

Forms

FBT Fuel Expenses Declaration

Production

Forms

FBT Information Gathering Letter

Production

Letters

FBT Information Gathering Questionnaire

Production

Forms

FBT Living Away From Home Declaration Employee Related Expenses

Production

Forms

FBT Living Away From Home Declaration FIFO or DIDO Employees

Production

Forms

FBT Living Away From Home Declaration Maintaining an Australian Home

Production

Forms

FBT Loan Fringe Benefit Declaration

Production

Forms

FBT Log Book Declaration

Production

Forms

FBT Meal Entertainment 12 Week Register Election

Production

Forms

FBT Meal Entertainment Election

Production

Forms

FBT No Private Use Declaration Expense Payment Benefits

Production

Forms

FBT No Private Use Declaration Residual Benefits

Production

Forms

FBT Property Benefit Declaration

Production

Forms

FBT Recurring Expense Payment Fringe Benefit Declaration

Production

Forms

FBT Recurring Property Benefit Declaration
​

Production
​

Forms
​

FBT Recurring Residual Fringe Benefit Declaration
​

Production
​

Forms

FBT Relocation Transport Declaration
​

Production
​

Forms

FBT Residual Benefit Declaration
​

Production
​

Forms
​

FBT Residual Benefit Declaration Vehicles Other Than Cars
​

Production

Forms

FBT Simple Covering Letter

Production

Letters

Feedback from Clients

Marketing

Procedures

Financial Statement Analysis Workpapers

Production

Workpapers

Firm Budget and Cashflow Plan Workpapers

Finance

Workpapers

Fixed Assets Register

Production

Forms

Fixed Price Agreement

Clients

Letters

Forced Sale of Livestock Election Deferral of Profit

Production

Forms

Forced Sale of Livestock Election Inclusion of Deferred Profit

Production

Forms

Forced Sale of Livestock Election Replacement Stock

Production

Forms

Fringe Benefits Tax Email Template

Production

Emails

Fringe Benefits Tax Procedure

Production

Procedures

GST Instalment Notice Letter

Production

Letters

HR Policy Business Overview and Values

Team

Forms

HR Policy Employee Leave

Team

Forms

HR Policy Employee Payments and Benefits

Team

Forms

HR Policy Equal Employment Opportunity, Anti Discrimination

Team

Forms

HR Policy General Employment Rules

Team

Forms

HR Policy Induction, Probation Periods, Flexible Work Arrangements and Types

Team

Forms

HR Policy Information Technology

Team

Forms

HR Policy Internal Complaints and Grievance Policy

Team

Forms

HR Policy Performance Management

Team

Forms

HR Policy Quality Systems and Maintenance

Team

Forms

HR Policy Recruitment

Team

Forms

HR Policy Security and Integrity

Team

Forms

HR Policy Serious Misconduct

Team

Forms

HR Policy Template

Team

Forms

HR Policy Termination and Redundancy

Team

Forms

HR Policy Training and Development

Team

Forms

HR Policy Use of Company Vehicles

Team

Forms

IAS Covering Letter

Production

Letters

Income Tax Assessments and Other Statutory Notices

Production

Procedures

Induction Checklist

Team

Checklists

Instalment Activity Statement Email Template

Production

Emails

Job Monitoring Sheet

Production

Forms

Loss of Client Ethical Clearance Letter

Clients

Letters

Lost Client and Client Deletion Checklist

Leadership

Checklists

Lost Client Letter

Leadership

Letters

Management Meeting Agenda and Minutes

Leadership

Forms

Management Meetings

Leadership

Procedures

Managing Personal Information

Production

Procedures

Meeting Agenda Application for Finance

Clients

Forms

Meeting Agenda Buying a Business

Production

Forms

Meeting Agenda Choosing a Business Structure

Production

Forms

Meeting Agenda Generic Form

Clients

Forms

Meeting Agenda New Projects

Clients

Forms

Meeting Agenda Prospects and New Clients

Clients

Forms

Meeting Agenda Selling a Business

Production

Forms

Meeting Agenda Strategic Planning

Leadership

Forms

Meetings in Our Office Procedure

Clients

Procedures

Monthly Complaints Monitoring Form

Clients

Forms

New Client Information All Entities

Production

Forms

New or Change Team Member Details

Team

Forms

New Project with Prospects and Existing Clients Checklist

Leadership

Checklists

New Team Member Booklet

Team

Checklists

New Team Member IT Set Up Form

Team

Forms

Non Share Capital Account

Production

Forms

Notes for Persons Signing Income Tax Returns

Production

Forms

Notice to Correct Franking Credit Allocation

Production

Forms

Notice to Unsuccessful Applicants

Team

Letters

Offer of Employment Letter and Standard Terms and Conditions

Team

Letters

Overview of Your Firm's Quality Control

Leadership

Reference

Partnership Distribution Statement

Production

Forms

Partnership Salary Resolution

Production

Forms

PAYG Annual Instalment Notice Letter

Production

Letters

PAYG Change of Instalment Payment Cycle Letter

Production

Letters

PAYG Instalment No Longer Required Letter

Production

Letters

PAYG Instalment Notice Letter

Production

Letters

PAYG Quarterly Instalment Notice Letter

Production

Letters

PAYG Revised Instalment Amount Letter

Production

Letters

PAYG Revised Instalment Rate Letter

Production

Letters

PAYG Withholding Cancellation Notice Letter

Production

Letters

PAYG Withholding Registration Notice Letter

Production

Letters

PAYG Withholding Summary Penalty Letter

Production

Letters

Personal Income Tax Return Email

Production

Emails

Personal ITR Amended Assessment Letter
​

Production

Letters

Personal ITR Assessment Notice Nil Amount
​

Production

Letters

Personal ITR Assessment Notice Payment
​

Production
​

Letters

Personal ITR Assessment Notice Refund
​

Production

Letters

Personal ITR Covering Letter

Production

Letters

Personal ITR Late Lodgement Penalty Letter
​

Production

Letters

Personal ITR Late Payment Penalty Letter
​

Production

Letters

Personal ITR Multiple Assessment Notices Letter
​

Production
​

Letters

Personal ITR Procedure
​

Production
​

Procedures

Personal ITR Refund of Overpaid Tax Letter
​

Production
​

Letters

Personal ITR Year End Questionnaire 2023

Production

Forms

Personnel Records Checklist

Team

Checklists

Position Description Accountant Level 1-3

Team

Forms

Position Description Business Manager

Team

Forms

Position Description Client Relationship Manager

Team

Forms

Position Description Client Services Co Ordinator

N/A

Organisation

Position Description Information Technology Manager

Team

Forms

Position Description Partner, Director or Principal

Team

Forms

Position Description Payroll Officer

Team

Forms

Position Description Receptionist or Administration Officer

Team

Forms

Position Description Senior Accountant

Team

Forms

Position Description Template

Team

Forms

Primary Production Year End Questionnaire 2023

Production

Forms

Privacy Impact Assessment Report Considerations

Leadership

Forms

Privacy Management Plan Template

Leadership

Forms

Privacy Policy Considerations

Leadership

Forms

Pro Forma Loan Application Form

Clients

Forms

Probation Period Checklist

Team

Checklists

Probation Period Completion Letter

Team

Letters

Probationary Period Procedure

Team

Procedures

Proposal Letter for Prospective New Client

Marketing

Letters

Prospects Procedure

Marketing

Procedures

Purchase of Business Checklist

Production

Checklists

QA Policy Acceptance and Continuance of Client Relationships

Leadership

Forms

QA Policy Engagement Performance

Leadership

Forms

QA Policy Ethical Requirements

Leadership

Forms

QA Policy Human Resources

Leadership

Forms

QA Policy Mission Statement

Leadership

Forms

QA Policy Monitoring Quality Control in the Firm

Leadership

Forms

QA Policy Quality Assurance in the Firm

Leadership

Forms

QA Policy Risk Management

Leadership

Forms

Quality Control Checklist

Leadership

Checklists

Recruitment Advertisement

Team

Forms

Recruitment Advertisement Sample

Team

Forms

Recruitment Interview Checklist

Team

Checklists

Recruitment Procedure

Team

Procedures

Reference Check Form Verbal

Team

Forms

Referrals from Clients & Associates

Marketing

Procedures

Request for Return of Signed Documents Letter

Production

Letters

Risk Management Framework Templates

Leadership

Forms

Rollover of Depreciating Assets Election

Production

Forms

Rollover of Trading Stock Election

Production

Forms

Sale of Business Checklist

Production

Checklists

Sale or Purchase of Real Property Checklist

Production

Checklists

Selling a Business

Production

Procedures

Share Transfer Form

Production

Forms

Shareholder Distribution Statement

Production

Forms

SMSF Annual General Meeting Minute

Production

Forms

SMSF Engagement Letter
​

Production

Letters

SMSF Section 126K Declaration Not a Disqualified Person

Production

Forms

SMSF Section 290-170 Notification Fund Acknowledgement

Production

Forms

SMSF Year End Compliance Procedure

Production

Procedures

SMSF Year End Covering Letter

Production

Letters

SMSF Year End Email Template
​

Production

Emails

SMSF Year End Questionnaire 2023

Production

Forms

Speaking to a Lost Client Script

Clients

Scripts

Statement of Account Letter

Production

Letters

STP 12 Month Engagement Authority Letter

Production

Letters

STP Finalisation Declaration Authorisation Annual Letter
​

Production

Letters

STP Finalisation Declaration Authorisation Individual Employees(s) Letter

Production

Letters

Strategic Planning in the Firm
​

Leadership

Procedures

Strategic Planning Presentation

Leadership

Forms

Strategic Planning Quarterly Plan

Leadership

Workpapers

Strategic Planning Questionnaire

Leadership

Forms

Sub Trust Establishment Resolution

Production

Forms

Tax Engagement Letter

Production

Letters

Tax File Number Advice Letter

Production

Letters

Tax Planning Client Meeting Agenda

Production

Forms

Tax Planning Client Newsletter 2024

Production

Reference

Tax Planning Primary Production Questionnaire

Production

Forms

Tax Planning Procedure

Production

Procedures

Tax Planning Questionnaire

Production

Forms

Tax Planning Recommendation for Business Clients Email Template

Production

Emails

Tax Planning Recommendation for Individuals Email Template

Production

Emails

Tax Planning Recommendation Letter for Business Clients

Production

Letters

Tax Planning Recommendation Letter for Individuals

Production

Letters

Tax Planning Review Letter for Business Clients

Production

Letters

Tax Planning Review Letter for Individuals

Production

Letters

Termination of Employment Letter

Team

Letters

Termination of Employment Serious Misconduct Letter

Team

Letters

The Basis of Professional Relationship

Leadership

Forms

The Firm's Areas of Operation

Leadership

Forms

The Firm's Commitment to the Team Members

Leadership

Forms

Trust Distribution Statement

Production

Forms

Trust Registration Signature of Trust Statutory Records Letter

Production

Letters

Trust Year End Distribution Covering Letter

Production

Letters

Trust Year End Distribution Minute

Production

Forms

Trust Year End Distribution Minute No Income Streaming

Production

Forms

Trust Year End Distribution Minute with Income Streaming

Production

Forms

Trust Year End Trust Distribution Resolution

Production

Forms

Trust Year End Distribution Resolution No Income Streaming

Production

Forms

Trust Year End Distribution Resolution with Income Streaming

Production

Forms

Valuation of a Business Workpapers

Production

Workpapers

Ways for Keeping in Touch with Prospects

Marketing

Forms

WHS Basic Life Support Flowchart

Team

Forms

WHS Bomb Threat Checklist and Action Guide

Team

Forms

WHS Contractor and Visitor Induction Checklist

Team

Checklists

WHS Electrical Equipment Register

Team

Forms

WHS Emergency Action Guide

Team

Forms

WHS Emergency Control Organisation Meeting Register

Team

Forms

WHS Emergency Control Organisation Register

Team

Forms

WHS Emergency Evacuation Plan

Team

Forms

WHS Emergency Management Control and Evacuation Plan

Team

Procedures

WHS Fire and Evacuation Practice Register

Team

Forms

WHS First Aid Kit Checklist

Team

Checklists

WHS Hazard & Risk Identification and Control Form

Team

Forms

WHS Hazard Register

Team

Forms

WHS Health and Safety Committee Register

Team

Forms

WHS Housekeeping Inspection Checklist

Team

Checklists

WHS How We Do It Here

Team

Procedures

WHS Incident Investigation Report

Team

Forms

WHS Personal Threat Checklist and Action Guide

Team

Forms

WHS Team Member Training Register

Team

Forms

WHS Work Health & Safety Policy and Procedures Handbook

Team

Procedures

WHS Working from Home Safety Checklist

Team

Checklists

Withdrawal from the Primary Producer Averaging System Election

Production

Forms

Work Related Expense Claims Letter

Production

Letters

Year End Questionnaire Covering Letter

Production

Letters

Your Guide to Buying a Business

Production

Forms

Your Guide to Buying a Business Covering Letter

Production

Letters