Free resources

Guides for busy practices

Practical checklists and templates for Australian tax agents. Request any of them and we'll email it across within 24 hours.

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Tax-season capacity checklist

Plan your October and May crunch before it hits

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Offshoring security checklist

The questions to ask any provider before you share data

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3-way forecast template

A starting point for advisory conversations

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Xero workpaper pack

Standardise files across your team

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Individual return document checklist

What to collect from clients, first time

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SMSF year-end checklist

Everything needed for a clean audit

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