Document Title | Procedure Area | Document Type |
ABN and TFN Registration Advice Letter | Production | Letters |
Acceptance of Engagement - Ethical Clearance Letter | Clients | Letters |
Acceptance of Resignation of Employment Letter | Team | Letters |
Account Based Pension (TRIS) Minimum and Maximum Letter | Production | Letters |
Account Based Pension Minimum Payment Letter | Production | Letters |
Accounts and Tax - Year End Questionnaire | Production | Forms |
Accounts and Tax Covering Letter | Production | Letters |
Accounts and Tax Email Template | Production | Emails |
Accounts and Tax Engagement Letter | Production | Letters |
Accounts and Tax Procedure - How We Do It Here | Production | Procedures |
Accounts and Tax Workpapers | Production | Workpapers |
Activity Statement Information Gathering Letter | Production | Letters |
Application for Finance Covering Letter | Production | Letters |
Application for Leave Form | Team | Forms |
Applying for Finance Procedure | Production | Procedures |
Applying for Finance Procedure Flowchart | Production | Procedures |
Appointment Detail - Form | Clients | Forms |
ASIC Annual Review | Production | Procedures |
ASIC Annual Review Flowchart | Production | Procedures |
ASIC Annual Statement - Solvency Minute | Production | Forms |
ASIC Annual Statement - Solvency Resolution | Production | Forms |
ASIC Change of Company Name Covering Letter | Production | Letters |
ASIC Change to Company Details | Production | Procedures |
ASIC Change to Company Details Flowchart | Production | Procedures |
ASIC Company Deregistration Application Covering Letter | Production | Letters |
ASIC Company Deregistration Notification Covering Letter | Production | Letters |
ASIC Company Registration - Information Gathering Covering Letter | Production | Letters |
ASIC Company Registration - Information Gathering Form | Production | Forms |
ASIC Company Registration - Signature of Company Statutory Records Letter | Production | Letters |
ASIC Consent to Appointment | Production | Forms |
ASIC Directors Minute - Change of Address | Production | Forms |
ASIC Directors Minute - Change of Office Holders | Production | Forms |
ASIC Directors Minute - Change of Office Holders Details | Production | Forms |
ASIC Directors Minute - Generic | Production | Forms |
ASIC Directors Resolution - Change of Address | Production | Forms |
ASIC Directors Resolution - Change of Office Holders | Production | Forms |
ASIC Directors Resolution - Change of Office Holders Details | Production | Forms |
ASIC Directors Resolution - Generic | Production | Forms |
ASIC Form 484 Covering Letter | Production | Letters |
ASIC Forms | Production | Web Pages |
ASIC Lodgement Fees | Production | Web Pages |
ASIC Registration of a New Company | Production | Procedures |
ASIC Registration of a New Company Flowchart | Production | Procedures |
ASIC Registration of Company Checklist | Production | Checklists |
ASIC Responsibilities of a Company Director or Secretary | Production | Forms |
ASIC Review of Annual Statement Letter | Production | Letters |
ASIC Review of Annual Statement Letter - Discrepancies | Production | Letters |
ASIC Review of Annual Statement Letter - No Discrepancies | Production | Letters |
ASIC Share Transfer Form - Covering Letter | Production | Letters |
ASIC Voluntary Deregistration of a Company | Production | Procedures |
ASIC Voluntary Deregistration of a Company Flowchart | Production | Procedures |
ATO Defaulted Payment Arrangement Letter | Production | Letters |
ATO Garnishee Notice Letter | Production | Letters |
ATO Instalment Obligations | Production | Procedures |
ATO Lodgement Reminder Letter | Production | Letters |
ATO Overdue Payment Notice Letter | Production | Letters |
ATO Payment Arrangement Letter | Production | Letters |
Authority to Deduct Fees | Production | Forms |
BAS & IAS Workpapers | Production | Workpapers |
BAS and IAS Preparation Procedure | Production | Procedures |
BAS Covering Letter (Short) | Production | Letters |
BAS Covering Letter with Accountant's Report | Production | Letters |
BAS Information Gathering Questionnaire | Production | Forms |
Budgets and Cashflow Forecast Checklist | Production | Checklists |
Budgets and Cashflow Forecasts Procedure | Production | Procedures |
Business Activity Statement Email Template | Production | Emails |
Business Plan - Template | Production | Forms |
Buying or Setting Up a New Business | Production | Procedures |
Buying or Setting Up a New Business Flowchart | Production | Procedures |
Calendar of Key Dates | Production | Forms |
Capital Gains Tax Workpapers | Production | Workpapers |
Career Development and During Employment Procedure | Team | Procedures |
Career Development Review - Action Form | Team | Forms |
Career Development Review - Appraisal Form | Team | Forms |
Career Development Review - Self-Appraisal Form | Team | Forms |
Career Development Reviews Checklist | Team | Checklists |
Cashflow - Workpapers | Production | Workpapers |
Change to Client Details - Covering Letter | Production | Letters |
Client and Prospect Scripts | Marketing | Scripts |
Client Categorisation Workpapers | Leadership | Forms |
Client File Review - Checklist | Leadership | Checklists |
Client Files Reviewed - Summary | Leadership | Procedures |
Client Portal Letter | Clients | Letters |
Client Review and Categorisation Procedure | Leadership | Procedures |
Client Termination Letter | Production | Letters |
Clients Gained and Lost and Prospect Conversion | Leadership | Workpapers |
Company - Dividend Resolution | Production | Forms |
Company Assessment Notice - Payment | Production | Letters |
Company Assessment Notice - Refund | Production | Letters |
Company Assessment Notice Letter | Production | Letters |
Company Debit Loan Workpapers | Production | Workpapers |
Company Dividend and Interest Schedule Letter | Production | Letters |
Company Shareholders Loan Accounts | Production | Procedures |
Company Shareholders Loan Accounts Flowchart Version | Production | Procedures |
Complaints Form | Clients | Forms |
Complaints Reply Email Template | Production | Emails |
Complaints Reply Letter | Clients | Letters |
Conclusion of Employment Checklist | Team | Checklists |
Creating a Business Plan - Guide | Production | Forms |
Creating a Business Plan Covering Letter | Production | Letters |
Current Financial Status - Workpapers | Production | Workpapers |
Data Breach Management and Response Plan - Template | Leadership | Forms |
Data Breach Notification Considerations | Leadership | Letters |
Data Breach Policy Considerations | Leadership | Forms |
Dealing with Complaints Procedure | Clients | Procedures |
Dealing with Complaints Script | Clients | Scripts |
Debt and Equity Interests Election | Production | Forms |
Debtors - Control and Collection of Overdue Accounts | Finance | Procedures |
Debtors - Credit Review Checklist | Finance | Checklists |
Debtors - Final Letter of Demand for Overdue Accounts | Finance | Letters |
Debtors - Final Letter of Demand for Overdue Accounts 2 | Finance | Letters |
Debtors - Final Reminder for Overdue Accounts Email Template | Finance | Emails |
Debtors - First Reminder for Overdue Accounts | Finance | Letters |
Debtors - First Reminder for Overdue Accounts 2 | Finance | Letters |
Debtors - First Reminder for Overdue Accounts Email Template | Finance | Emails |
Debtors - First Telephone Call for Overdue Account | Finance | Scripts |
Debtors - Getting Debtors and Cashflow Under Control | Finance | Reference |
Debtors - Second Reminder for Overdue Accounts | Finance | Letters |
Debtors - Second Reminder for Overdue Accounts 2 | Finance | Letters |
Debtors - Second Reminder for Overdue Accounts Email Template | Finance | Emails |
Debtors - Second Telephone Call for Overdue Account | Finance | Scripts |
Disciplinary (First) Warning Letter | Team | Letters |
Disciplinary (Second or Final) Warning Letter | Team | Letters |
Division 293 Tax Assessment Letter | Production | Letters |
During Employment Procedure | Team | Procedures |
Employee Record | Team | Forms |
Employment Interview Questions | Team | Forms |
Employment Reference Letter | Team | Letters |
Engagement Letter for Other Assignments | Production | Letters |
Engagement Procedure | Production | Procedures |
Entity Matrix - Choosing a Business Structure | Production | Reference |
Error and Omissions Report | Leadership | Forms |
Establishing a Business Structure | Production | Procedures |
Establishing a Business Structure Flowchart | Production | Procedures |
Establishment of New Business Structure Letter | Production | Letters |
Exit Interview Questions | Team | Forms |
Extension of Probationary Period Letter | Team | Letters |
Family Trust Election Resolution | Production | Forms |
FBT - Car Benefits - Operating Cost Method Election | Production | Forms |
FBT - Complex Covering Letter | Production | Letters |
FBT - Declaration of Car Travel to Work-Related Medical Expense | Production | Forms |
FBT - Employee Contribution Journal Covering Letter | Production | Letters |
FBT - Employee Contribution Set Off Confirmation Letter | Production | Letters |
FBT - Employee Contribution Set Off Request Letter | Production | Letters |
FBT - Employee's Car Business Use Declaration | Production | Forms |
FBT - Employment Interview or Selection Test Declaration | Production | Forms |
FBT - Expense Payment Benefit Declaration | Production | Forms |
FBT - Fuel Expenses Declaration | Production | Forms |
FBT - Information Gathering Letter | Production | Letters |
FBT - Information Gathering Questionnaire | Production | Forms |
FBT - Living Away From Home Declaration - Employee Related Expenses | Production | Forms |
FBT - Living Away From Home Declaration - FIFO or DIDO Employees | Production | Forms |
FBT - Living Away From Home Declaration - Maintaining an Australian Home | Production | Forms |
FBT - Loan Fringe Benefit Declaration | Production | Forms |
FBT - Log Book Declaration | Production | Forms |
FBT - Meal Entertainment 12 Week Register Election | Production | Forms |
FBT - Meal Entertainment Election | Production | Forms |
FBT - No Private Use Declaration - Expense Payment Benefits | Production | Forms |
FBT - No Private Use Declaration - Residual Benefits | Production | Forms |
FBT - Property Benefit Declaration | Production | Forms |
FBT - Recurring Expense Payment Fringe Benefit | Production | Forms |
FBT - Recurring Expense Payment Fringe Benefit Declaration | Production | Forms |
FBT - Recurring Property Benefit Declaration | Production | Forms |
FBT - Recurring Residual Fringe Benefit Declaration | Production | Forms |
FBT - Relocation Transport Declaration | Production | Forms |
FBT - Residual Benefit Declaration | Production | Forms |
FBT - Residual Benefit Declaration - Vehicles other than Cars | Production | Forms |
FBT - Simple Covering Letter | Production | Letters |
FBT- Car Benefits - Statutory Method Election | Production | Forms |
FBT Workpapers | Production | Workpapers |
Feedback from Clients | Marketing | Procedures |
Financial Statement Analysis Workpapers | Production | Workpapers |
Firm Budget and Cashflow Plan Workpapers | Finance | Workpapers |
Fixed Assets Register | Production | Forms |
Fixed Price Agreement | Clients | Letters |
Forced Sale of Livestock Election - Deferral of Profit | Production | Forms |
Forced Sale of Livestock Election - Inclusion of Deferred Profit | Production | Forms |
Forced Sale of Livestock Election - Replacement Stock | Production | Forms |
Fringe Benefits Tax Email Template | Production | Emails |
Fringe Benefits Tax Procedure | Production | Procedures |
GST Instalment Notice Letter | Production | Letters |
Hays Salary Survey | Finance | Web Pages |
HR Policy - Business Overview and Values | Team | Forms |
HR Policy - Discipline and Dismissal | Team | Forms |
HR Policy - Employee Leave | Team | Forms |
HR Policy - Employee Payments and Benefits | Team | Forms |
HR Policy - Equal Employment Opportunity, Anti-Discrimination | Team | Forms |
HR Policy - General Employment Rules | Team | Forms |
HR Policy - Induction, Probation Periods, Flexible Work Arrangements and Types | Team | Forms |
HR Policy - Information Technology | Team | Forms |
HR Policy - Internal Complaints and Grievance Policy | Team | Forms |
HR Policy - Performance Management | Team | Forms |
HR Policy - Quality Systems and Maintenance | Team | Forms |
HR Policy - Recruitment | Team | Forms |
HR Policy - Security and Integrity | Team | Forms |
HR Policy - Serious Misconduct | Team | Forms |
HR Policy - Template | Team | Forms |
HR Policy - Termination and Redundancy | Team | Forms |
HR Policy - Training and Development | Team | Forms |
HR Policy - Use of Company Vehicles | Team | Forms |
IAS - Covering Letter | Production | Letters |
Income Tax Assessments and Other Statutory Notices | Production | Procedures |
Induction Checklist | Team | Checklists |
Instalment Activity Statement Email Template | Production | Emails |
Job Budget and Fixed Price Agreement Workpaper | Production | Workpapers |
Job Monitoring Sheet | Production | Forms |
Loan Repayment Calculator | Production | Workpapers |
Loss of Client - Ethical Clearance Letter | Clients | Letters |
Lost Client and Client Deletion - Checklist | Leadership | Checklists |
Lost Client Letter | Leadership | Letters |
Management Meeting Agenda and Minutes | Leadership | Forms |
Management Meetings | Leadership | Procedures |
Managing Personal Information | Production | Procedures |
Meeting Agenda - Application for Finance | Clients | Forms |
Meeting Agenda - Buying a Business | Production | Forms |
Meeting Agenda - Choosing a Business Structure | Production | Forms |
Meeting Agenda - Generic Form | Clients | Forms |
Meeting Agenda - New Projects | Clients | Forms |
Meeting Agenda - Prospects and New Clients | Clients | Forms |
Meeting Agenda - Selling a Business | Production | Forms |
Meeting Agenda - Strategic Planning | Leadership | Forms |
Meetings in Our Office Procedure | Clients | Procedures |
Monthly Complaints Monitoring Form | Clients | Forms |
New Client Information - All Entities | Production | Forms |
New or Change Team Member Details | Team | Forms |
New Project with Prospects and Existing Clients - Checklist | Leadership | Checklists |
New Team Member Booklet | Team | Checklists |
New Team Member IT Set-Up Form | Team | Forms |
Non-Share Capital Account | Production | Forms |
Notes for Persons Signing Income Tax Returns | Production | Forms |
Notice to Correct Franking Credit Allocation | Production | Forms |
Notice to Unsuccessful Applicants | Team | Letters |
Offer of Employment Letter and Standard Terms and Conditions | Team | Letters |
Overview of Your Firm's Quality Control | Leadership | Reference |
Partnership Distribution Statement | Production | Forms |
Partnership Salary Resolution | Production | Forms |
PAYG Annual Instalment Notice Letter | Production | Letters |
PAYG Change of Instalment Payment Cycle Letter | Production | Letters |
PAYG Instalment No Longer Required Letter | Production | Letters |
PAYG Instalment Notice Letter | Production | Letters |
PAYG Quarterly Instalment Notice Letter | Production | Letters |
PAYG Revised Instalment Amount Letter | Production | Letters |
PAYG Revised Instalment Rate Letter | Production | Letters |
PAYG Withholding Cancellation Notice Letter | Production | Letters |
PAYG Withholding Registration Notice Letter | Production | Letters |
PAYG Withholding Summary Penalty Letter | Production | Letters |
Personal Income Tax Return Email | Production | Emails |
Personal ITR - Covering Letter | Production | Letters |
Personal ITR - Year End Questionnaire | Production | Forms |
Personal ITR Amended Assessment Letter | Production | Letters |
Personal ITR Assessment Notice - Nil Amount | Production | Letters |
Personal ITR Assessment Notice - Payment | Production | Letters |
Personal ITR Assessment Notice - Refund | Production | Letters |
Personal ITR Late Lodgement Penalty Letter | Production | Letters |
Personal ITR Late Payment Penalty Letter | Production | Letters |
Personal ITR Multiple Assessment Notices Letter | Production | Letters |
Personal ITR Procedure | Production | Procedures |
Personal ITR Refund of Overpaid Tax Letter | Production | Letters |
Personal ITR Workpapers | Production | Workpapers |
Personnel Records Checklist | Team | Checklists |
Position Description - Accountant - Level 1-3 | Team | Forms |
Position Description - Business Manager | Team | Forms |
Position Description - Client Relationship Manager | Team | Forms |
Position Description - Client Services Co-ordinator | N/A | Organisation |
Position Description - Information Technology Manager | Team | Forms |
Position Description - Partner, Director or Principal | Team | Forms |
Position Description - Payroll Officer | Team | Forms |
Position Description - Receptionist or Administration Officer | Team | Forms |
Position Description - Senior Accountant | Team | Forms |
Position Description - Template | Team | Forms |
Primary Production - Year End Questionnaire | Production | Forms |
Privacy Impact Assessment Report Considerations | Leadership | Forms |
Privacy Management Plan - Template | Leadership | Forms |
Privacy Policy Considerations | Leadership | Forms |
Pro Forma Loan Application Form | Clients | Forms |
Probation Period Checklist | Team | Checklists |
Probation Period Completion Letter | Team | Letters |
Probationary Period Procedure | Team | Procedures |
Proposal Letter for Prospective New Client | Marketing | Letters |
Prospects Procedure | Marketing | Procedures |
Purchase of Business Checklist | Production | Checklists |
QA Policy - Acceptance and Continuance of Client Relationships | Leadership | Forms |
QA Policy - Engagement Performance | Leadership | Forms |
QA Policy - Ethical Requirements | Leadership | Forms |
QA Policy - Human Resources | Leadership | Forms |
QA Policy - Mission Statement | Leadership | Forms |
QA Policy - Monitoring Quality Control in the Firm | Leadership | Forms |
QA Policy - Quality Assurance in the Firm | Leadership | Forms |
QA Policy - Risk Management | Leadership | Forms |
Quality Control - Checklist | Leadership | Checklists |
Recruitment Advertisement | Team | Forms |
Recruitment Advertisement Sample | Team | Forms |
Recruitment Interview Checklist | Team | Checklists |
Recruitment Procedure | Team | Procedures |
Reference Check Form - Verbal | Team | Forms |
Reference Check Letter | Team | Letters |
Referrals from Clients & Associates | Marketing | Procedures |
Request for Return of Signed Documents Letter | Production | Letters |
Risk Management Framework - Templates | Leadership | Forms |
Rollover of Depreciating Assets Election | Production | Forms |
Rollover of Trading Stock Election | Production | Forms |
Salary Sacrifice Workpapers | Production | Workpapers |
Sale of Business Checklist | Production | Checklists |
Sale or Purchase of Real Property Checklist | Production | Checklists |
Selling a Business | Production | Procedures |
Share Transfer Form | Production | Forms |
Shareholder Distribution Statement | Production | Forms |
Smart Workpapers Knowledge Base | Training | Web Links |
Smart Workpapers Website | Training | Web Links |
SMSF - Annual General Meeting Minute | Production | Forms |
SMSF - Section 126K Declaration Not a Disqualified Person | Production | Forms |
SMSF - Section 290-170 Notification Fund Acknowledgement | Production | Forms |
SMSF - Year End Compliance Procedure | Production | Procedures |
SMSF - Year End Covering Letter | Production | Letters |
SMSF - Year End Questionnaire | Production | Forms |
SMSF Engagement Letter | Production | Letters |
SMSF Workpapers | Production | Workpapers |
SMSF Year End Email Template | Production | Emails |
Speaking to a Lost Client Script | Clients | Scripts |
Statement of Account Letter | Production | Letters |
STP - 12 Month Engagement Authority Letter | Production | Letters |
STP - Finalisation Declaration Authorisation - Annual Letter | Production | Letters |
STP - Finalisation Declaration Authorisation - Individual Employees(s) Letter | Production | Letters |
Strategic Planning - Presentation | Leadership | Forms |
Strategic Planning - Quarterly Plan | Leadership | Workpapers |
Strategic Planning - Questionnaire | Leadership | Forms |
Strategic Planning in the Firm | Leadership | Procedures |
Sub-Trust Establishment Resolution | Production | Forms |
Tax Engagement Letter | Production | Letters |
Tax Facts & Figures | Production | Forms |
Tax File Number Advice Letter | Production | Letters |
Tax Planning - Client Meeting Agenda | Production | Forms |
Tax Planning - Client Newsletter | Production | Reference |
Tax Planning Primary Production Questionnaire | Production | Forms |
Tax Planning Procedure | Production | Procedures |
Tax Planning Questionnaire | Production | Forms |
Tax Planning Recommendation for Business Clients Email Template | Production | Emails |
Tax Planning Recommendation for Individuals Email Template | Production | Emails |
Tax Planning Recommendation Letter for Business Clients | Production | Letters |
Tax Planning Recommendation Letter for Individuals | Production | Letters |
Tax Planning Review Letter for Business Clients | Production | Letters |
Tax Planning Review Letter for Individuals | Production | Letters |
Tax Planning Workpapers | Production | Workpapers |
Termination of Employment Letter | Team | Letters |
Termination of Employment Serious Misconduct Letter | Team | Letters |
The Basis of Professional Relationship | Leadership | Forms |
The Firm's Areas of Operation | Leadership | Forms |
The Firm's Commitment to the Team Members | Leadership | Forms |
Training Videos | Training | Web Links |
Trust Distribution Statement | Production | Forms |
Trust Registration - Signature of Trust Statutory Records Letter | Production | Letters |
Trust Workpapers | Production | Workpapers |
Trust Year End Distribution - Covering Letter | Production | Letters |
Trust Year End Distribution Minute - No Income Streaming | Production | Forms |
Trust Year End Distribution Minute - With Income Streaming | Production | Forms |
Trust Year End Distribution Resolution - No Income Streaming | Production | Forms |
Trust Year End Distribution Resolution - With Income Streaming | Production | Forms |
Valuation of a Business Workpapers | Production | Workpapers |
Ways for Keeping in Touch with Prospects | Marketing | Forms |
WHS - Basic Life Support Flowchart | Team | Forms |
WHS - Bomb Threat Checklist and Action Guide | Team | Forms |
WHS - Contractor and Visitor Induction Checklist | Team | Checklists |
WHS - Electrical Equipment Register | Team | Forms |
WHS - Emergency Action Guide | Team | Forms |
WHS - Emergency Control Organisation Meeting Register | Team | Forms |
WHS - Emergency Control Organisation Register | Team | Forms |
WHS - Emergency Evacuation Plan | Team | Forms |
WHS - Emergency Management Control and Evacuation Plan | Team | Procedures |
WHS - Fire and Evacuation Practice Register | Team | Forms |
WHS - First Aid Kit Checklist | Team | Checklists |
WHS - Hazard & Risk Identification and Control Form | Team | Forms |
WHS - Hazard Register | Team | Forms |
WHS - Health and Safety Committee Register | Team | Forms |
WHS - Housekeeping Inspection Checklist | Team | Checklists |
WHS - How We Do It Here | Team | Procedures |
WHS - Incident Investigation Report | Team | Forms |
WHS - Personal Threat Checklist and Action Guide | Team | Forms |
WHS - Team Member Training Register | Team | Forms |
WHS - Work Health & Safety Policy and Procedures Handbook | Team | Procedures |
WHS - Working from Home Safety Checklist | Team | Checklists |
Withdrawal from the Primary Producer Averaging System Election | Production | Forms |
Work Related Expense Claims Letter | Production | Letters |
Year End Questionnaire - Covering Letter | Production | Letters |
Your Guide to Buying a Business | Production | Forms |
Your Guide to Buying a Business Covering Letter | Production | Letters |