Library: Templates
Downloads in the Templates category.
Client Engagement Letter Template
Professional, ATO-compliant engagement letter template for Australian accounting practices. Includes scope of services, fees, responsibilities, and terms of engagement.
Company Tax Return Working Papers Template
Excel template for company tax return working papers. Includes ledger reconciliation, div7a calculations, depreciation schedules, and BAS reconciliation sheets.
XLSX
Client Onboarding Checklist Template
Comprehensive checklist for onboarding new accounting clients. Covers ATO authorization, document collection, system setup, and initial consultation points.
BAS Reconciliation Worksheet Template
Excel worksheet to reconcile GST from your ledger to BAS lodged with the ATO. Automatically flags discrepancies and calculates adjustments.
XLSX