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Resource Documents

Tax Checklists            

Below are some checklists which you may find useful when collating your information to prepare your returns.

Individual Checklist

Work Related Claims

Rental Property Checklist

Livestock Schedule

Self Managed Super Fund Checklist

MYOB Checklist

CashFlow Manager Checklist

Cashbooks/Other Account Keeping Methods

Using your Secure Client Portal

Client Portal Quick Guide                       How to create a ZIP file            Portal Two Factor Authentication (2FA)

Occupational Specific Claimable Items - ATO  

ATO Tool Kit - the ATO's Document Link Page for all of the below, plus other claimable info



Construction Worker

Aust. Defence Force

Doctor Or Medical Professional 

Fitness or Sporting Industry

Flight Attendant



IT Professional

Media Professional


Nurse, Midwife or Carer

Office Worker

Police Officer

Public Servant

Real Estate Professional


Sales & Marketing



Truck Driver

Truck Driver – Reasonable Travel, O/T & Meal Expenses



Cash Purchases Worksheet

Daily Sales Worksheet


Fuel Tax Credits Worksheet


Notes for Accountant Page

Un-presented Cheques Worksheet

Wages Record Worksheet

Other Helpful Links

Deductions You Can Make & Records To Keep

Not sure what claims you can make 'click here' for general information

If you'd like to maximise your tax deductions 'click here' & review what claims are typically available for your occupation.

 'Click here' to find out what records do you need to keep. 


MYOB Links
Trying to find a high-quality and useful site on the web, can often be a time consuming experience.  To save you the trouble we have compiled a list of websites that we have found to be valuable sources of information.

End of Year Processing Support Home Page
Preparing and printing Payment Summaries
Setting up petty cash
Backup & restore your company file
No tax and GST-free codes
Using the Company Data Auditor and Audit Trail

Handling contra deals
Company file maintenance
Splitting tax between taxable and non-taxable supplies
Recording an ATO payment or credit
How to Audit Your Date File
Reconciling a bank account
Reconciling your BAS and checking for errors
Receivables reconciliation out of balance

Customising forms
Handling overpayments
Making payments electronically
Inventory quantity/value less than zero
Deleting transactions
Dishonoured customer cheques
Hire purchase setup – GST cash basis

Contractor Taxable Reporting
(Version 2013.1 & later)

Contractor Taxable Reporting
(Version 10 & Account Edge)

ATO Letter- Small Business Benchmarks
What is audit protection insurance?

Leave Calculators

Annual Leave Calculator

Long Service Leave Calculator


Changes to employers' superannuation
obligations from 1/7/2014

Step by Step Guide to Super Stream Clearing House

ATO - More ways to get Super Stream ready


Self Managed Superannuation Funds
Changes to Insurance in Self Managed Superannuation Funds
1 July 2014 SMSF Changes
New ATO Penalties for Self Managed Superannuation Funds

Record Keeping
Record Keeping for Small Business
PAYGW Calculator

Individual Non-business Calculator
Labour Hire Calculator

Rental Properties

Rental Depreciation Schedule
Depreciator (home page)
General Links

Australian Government Private Health Insurance Rebate

Starting A New Business?

Business Planning

Business Software
Acclipse/CCH iFirm

Government Grant Finder

Financial Institutions
Commonwealth Bank
National Australia Bank
Bank of Queensland
Bendigo Bank
Macquarie Bank
St George Bank
Hume Bank

Exiting A Business

Succession Planning
Transferring Ownership

Insolvency & Trustee Service

Selling Your Business
Selling Your Business


Australian Tax Office
ATO Website

Change of Details with ATO

ABN Registration
TFN Registration (Individuals)
GST Registration
Fringe Benefits Tax Registration (FBT)
Payroll Tax Registration
Pay As You Go (PAYG)

Human Resources
Australian Human Rights Commission
Health & Safety
Leave & Public Holidays
Resolving Industrial Relations Disputes
Terminating Employment

Other Useful Sites

Australian Stock Exchange
New Zealand Stock Exchange
The NASDAQ Stock Market
US Stock Exchange
London Stock Exchange
Foreign Exchange Rates

The Wangaratta Chronicle
The Border Mail
Finance News.com.au
The Australian
The Age
The Sydney Morning Herald
The Herald Sun
The Advertiser
The Courier-Mail
The Daily Telegraph
The Mercury
The Australian Financial review

* essential

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