Resources
Get organised before we meet.
Checklists that tell you what to gather, templates for the records the ATO expects, and the official links we send clients to most.
26 resources
Online tools
Key dates, facts, calculators and forms you use on the site.
- Online tool
Key Dates 2026–27
Every lodgement and payment deadline for the year, month by month, with the tax-agent dates that apply to our clients.
Open - Online tool
Tax Facts and Super Facts 2026–27
Individual and company rates, thresholds, offsets and superannuation caps for the current year, date-stamped.
Open - Online tool
GST and Cents-per-km Calculators
Add or remove GST, and work out a cents-per-kilometre car deduction at this year's rate.
Open - Online tool
New Client Form
Tell us about you or your business so we can open a file, quote the work and say exactly what to send.
Open - Online tool
Tax Return Questionnaire
Tick-box questionnaire for this year's individual return: income, deductions and what changed.
Open
Tax checklists
What to bring and what to gather before your appointment.
- Word checklist
Tax Appointment Checklist
Everything to bring to your individual tax appointment, in one list.
Download - Word checklist
Individual Tax Return Checklist
The full picture for an individual return: every income type, deduction category, offset and record, for employees, investors, students and retirees.
Download - Word checklist
Sole Trader Checklist
Income, expenses and records a sole trader needs for the year's return.
Download - Word checklist
Business Tax Return Checklist
Year-end list for companies, trusts and partnerships: accounts, payroll, super, BAS, assets, loans, distributions and dividends.
Download - Word checklist
Rental Property Checklist
Rental income, expenses, depreciation and loan details for each property.
Download - Word checklist
Share and Investment Register
A register for shares, ETFs, managed funds and crypto: purchases, reinvested dividends and sales, so capital gains are right first time.
Download - Word checklist
Employing Staff Checklist
What to have in place before your first employee starts, and the ongoing obligations: registrations, awards, super, STP, records.
Download - Word checklist
Pre-30 June Tax Planning Checklist
The decisions to make before the financial year ends: super, prepayments, assets, trust resolutions, loans, timing of income and gains.
Download
Records and logbooks
Templates for the records the ATO expects you to keep.
- Excel template
Mobile Phone Record
A four-week record to work out the work-related share of your phone use.
Download - Excel template
Vehicle Logbook
A 12-week logbook for the logbook method: odometer readings, trips and business-use percentage, calculated for you.
Download - Excel template
Internet Records
Record work-related internet use to support your claim.
Download - Excel template
Home Office Cents Per Hour Record
Hours worked from home, for the fixed-rate method.
Download - Excel template
Cents Per Km Diary
Work-related kilometres for the cents-per-kilometre method.
Download
Guides
Longer reads on the questions that need more than a paragraph.
Useful links
Official sources we point clients to.
- External site
Chartered Accountants Australia and New Zealand
The professional body for chartered accountants in Australia and New Zealand.
Open (opens in a new tab) - External site
Australian Taxation Office
Lodgement dates, rulings, calculators and your myGov-linked ATO account.
Open (opens in a new tab) - External site
Inland Revenue New Zealand
New Zealand tax residency, IRD numbers, myIR and KiwiSaver information.
Open (opens in a new tab) - External site
ABN Lookup
Check any Australian Business Number and its GST registration.
Open (opens in a new tab) - External site
Study and training support loans
HECS-HELP and other study loan balances, thresholds and repayments.
Open (opens in a new tab) - External site
TFN declaration form
The form a new employee completes for their employer.
Open (opens in a new tab) - External site
Fair Work Information Statement
The statement employers must give every new employee.
Open (opens in a new tab)
Not sure what applies to you?
Send us a message with a few details and we will tell you exactly which checklist and records to prepare.