[AU] Document list (Active Templates)

Documents available as of April 2024

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 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 Year End Questionnaire 2023	Production	Forms
Accounts Preparation Engagement	Production	Letters
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
ASIC Annual Review	Production	Procedures
ASIC Annual Review Flowchart Version	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 Version	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 Registration of a New Company	Production	Procedures
ASIC Registration of a New Company Flowchart Version	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 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 Version	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 and IAS Preparation Procedure	Production	Procedures
BAS Covering Letter Short Version	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 Version	Production	Procedures
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 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 Review and Categorisation Procedure	Leadership	Procedures
Client Termination Letter	Production	Letters
Clients Gained and Lost and Prospect Conversion	Leadership	Workpapers
Company Assessment Notice Payment	Production	Letters
Company Assessment Notice Refund	Production	Letters
Company Dividend and Interest Schedule Letter	Production	Letters
Company Dividend Resolution	Production	Forms
Company Shareholders Loan Accounts	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 Covering Letter	Production	Letters
Creating a Business Plan Guide	Production	Forms
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 Reminder for Overdue Accounts Email Template	Finance	Emails
Debtors First Reminder for Overdue Accounts	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 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
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 Version	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 Car Benefits Statutory 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 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
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
HR Policy Business Overview and Values	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 Monitoring Sheet	Production	Forms
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 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 Covering Letter	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 Year End Questionnaire 2023	Production	Forms
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 2023	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
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
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
SMSF Annual General Meeting Minute	Production	Forms
SMSF Engagement Letter	Production	Letters
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 Email Template	Production	Emails
SMSF Year End Questionnaire 2023	Production	Forms
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 in the Firm	Leadership	Procedures
Strategic Planning Presentation	Leadership	Forms
Strategic Planning Quarterly Plan	Leadership	Workpapers
Strategic Planning Questionnaire	Leadership	Forms
Sub Trust Establishment Resolution	Production	Forms
Tax Engagement Letter	Production	Letters
Tax File Number Advice Letter	Production	Letters
Tax Planning Client Meeting Agenda	Production	Forms
Tax Planning Client Newsletter 2024	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
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
Trust Distribution Statement	Production	Forms
Trust Registration Signature of Trust Statutory Records Letter	Production	Letters
Trust Year End Distribution Covering Letter	Production	Letters
Trust Year End Distribution Minute	Production	Forms
Trust Year End Distribution Minute No Income Streaming	Production	Forms
Trust Year End Distribution Minute with Income Streaming	Production	Forms
Trust Year End Trust Distribution Resolution	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