On Demand Webinars - Smart Workpapers

To register for an upcoming educational webinar, click here

How to Use the New Trust Workpapers - July 2024        

How to Rollover Workpapers - June 2024 

How to Use the New FBT Workpaper Templates - April 2024      

How to Get the Most from the New Template Features - March 2024   

How to Use the New Tax Planning Templates - February 2024

For Smart Workpapers users, demonstrating additional functionality in Active Workpapers - November 2023

Get the full benefit from new and updated workpaper templates - October 2023

2022 Tax Planning Workpapers

Smart Workpapers Excel Tips & Tricks

Download cheat sheet: custom Smart Workpapers shortcuts

2021 Tax Planning Workpapers 

COVID-19 Workpapers

Accounts and Tax and SMSF Compliance Workpapers

If you have any questions or would like further information, get in touch with our team.

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