Tax Resources

We hope you will find the following resources useful for your business and/or tax preparation.


Tax Returns (Mail Order)


Individual Tax Return

We find some clients don't have the time to come in to our office to complete their individual tax returns so you can use this form to fill out all your details regarding your tax return and either send, fax or email the form to us so we can process your tax return.

If you are going to email or fax this form to us, please send along your original group certificates and receipts in the mail.


Tax Tables


Weekly Tax Tables

Use these tables to calculate the amount of tax to take out of your employee's wage if you pay them weekly. For payments made on or after 1 July 2014.

Fortnightly Tax Tables

Use these tables to calculate the amount of tax to take out of your employee's wage if you pay them fortnightly. For payments made on or after 1 July 2014.

Monthly Tax Tables

Use these table to calculate the amount of tax to take out of your employee's wage if you pay them monthly. For payments made on or after 1 July 2014.


Checklists


Business Checklist

Use this checklist to see what information your business needs to bring in to our office for us to prepare your financial statements

Individual Checklist of Claims

Use this checklist as a guide to what you can claim on your personal tax return.


GST issues


GST Calculation Sheet

Standard form used to help calculate GST when completing your Business Activity Statement.

Statement by a supplier

Use this form when you do not need to supply an ABN to an enterprise.


Tax File Numbers


To apply for a Tax File Number you need to obtain a copy of the Tax file number – application or enquiry for individuals (NAT 1432). To do this:

  • Call our office and we can send one out to you

  • Order online from the ATO here

  • Call the ATO on 1300 720 092


Spreadsheets


Computer Log

Standard spreadsheet used to keep track of your computer use.

Cashbook Template

This spreadsheet can be used for your bookkeeping of your records. The columns can be changed to suit your business

Share Register

Standard form used to record share acquisitions and dividends received.

Vehicle Log Book

A written record of your business use of a vehicle over a period of at least 12 continuous weeks.

Wage Sheet

Standard form to calculate payments made to employees for wages and superannuation.


Rental Properties


Rental Property Checklist

Use this checklist when organising your rental property information for your tax return. It will help us to complete your tax return quicker if we have all the relevant information.


Business Names


Business Name Registration

Registration of Business Names has now been centralised into one Australian based Database.  This Database of business names is managed by the Australian Securities and Investments Commission.

To handle all your requirements to Register and manage your Business Name, please go to the link below:

http://www.asic.gov.au/asic/ASIC.NSF/byHeadline/Business%20names