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

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