Downloads, Xero & Helpful Links

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 Multi Factor Authentication (MFA)

ATO Forms for New Employees (Commonly used)

Tax File Number (TFN) Declaration Form
Superannuation Choice Form

Occupational Specific Claimable Items - ATO

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

Apprentice Cleaner Construction Worker Aust. Defence Force Doctor Or Medical Professional Fitness or Sporting Industry Flight Attendant Hairdresser Hospitality IT Professional Media Professional Miner

Nurse, Midwife or Carer Office Worker Police Officer Public Servant Real Estate Professional Retail Sales & Marketing Teacher Tradie Truck Driver Truck Driver – Reasonable Travel, O/T & Meal Expenses

Worksheets

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)

Benchmarks

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

Superannuation

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

Leave Calculators

Annual Leave Calculator
Long Service Leave Calculator

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.gov.au Business Software Microsoft Acclipse/CCH iFirm MYOB XERO Funding Government Grant Finder AVCAL Financial Institutions ANZ Commonwealth Bank National Australia Bank Westpac Bank of Queensland Bendigo Bank Macquarie Bank St George Bank Hume Bank Exiting A Business Succession Succession Planning Transferring Ownership Insolvency Insolvency & Trustee Service Selling Your Business Selling Your Business

Compliance Australian Tax Office ATO Website Change of Details with ATO Business.gov.au 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 Finance Australian Stock Exchange New Zealand Stock Exchange The NASDAQ Stock Market US Stock Exchange London Stock Exchange Foreign Exchange Rates News The Wangaratta Chronicle The Border Mail News.com.au 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