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2025
Tax Time Bundle

Your ready-to-go resource pack to streamline the busiest time of year in your practice.

YES PLEASE!

2025 Tax Time Bundle

Since 2018, hundreds of accountants have relied on my Tax Time Bundle to bring structure, efficiency, and sanity to the chaos of compliance season - and 2025 is no different.

  • Proven templates, checklists, tools and processes refined over 18+ years of real practice experience.

  • Built for efficiency – one system even dates back to Amanda’s time as a manager, ensuring staff delivered work in the same format every time.

  • Editable and customisable – everything is ready for you to tweak and tailor to suit your practice.

  • Time-saving and client-focused – designed to streamline your work, improve your client experience and keep you in control.

  • Your Tax Time reset – practical, proven and guaranteed to create efficiencies when working with individual clients.

2025 Tax Time Bundle

Since 2018, hundreds of accountants have relied on my Tax Time Bundle to bring structure, efficiency, and sanity to the chaos of compliance season - and 2025 is no different.

⚪️ Proven templates, checklists, tools and processes refined over 18+ years of real practice experience.

⚪️ Built for efficiency – one system even dates back to Amanda’s time as a manager, ensuring staff delivered work in the same format every time.

⚪️ Editable and customisable – everything is ready for you to tweak and tailor to suit your practice.

⚪️ Time-saving and client-focused – designed to streamline your work, improve your client experience and keep you in control.

⚪️ Your Tax Time reset – practical, proven and guaranteed to create efficiencies when working with individual clients.

 Can You Imagine?

  • Tax Time feeling organised and stress-free
  • Your team working consistently with templates
  • Saving hours each week while improving the overall client experience
  • Having a proven system that brings calm, clarity and confidence to your practice
I NEED THIS

 Can You Imagine?

✅ Tax Time feeling organised and stress-free

✅ Your team working consistently with templates

✅ Saving hours each week while improving the overall client experience

✅ Having a proven system that brings calm, clarity and confidence to your practice

I NEED THIS
CLIENT LOVE

Thank you so much for my tax bundle, especially with my logo already placed. Your workpapers are clear, concise and to the point whilst also looking attractive and professional. Thank you for supporting our businesses.

- TRACEY 

What's Included?

CLIENT COMMUNICATION & ONBOARDING

  • Editable Client Information Sheet to capture all new client details with professionalism.

  • Pre-written Email Scripts to set expectations, share updates and highlight ATO focus areas for 2025.

  • ITR Master Fee Schedule with pricing guidance and standardised invoicing processes.

QUESTIONNAIRES TO COLLECT KEY INFO

  • ITR Client Questionnaire to ensure clients provide everything upfront and streamline lodgements.

  • Rental Property Questionnaire to capture complete property details, avoid missed claims, and reduce follow-ups.

WORKPAPERS & COMPLIANCE TOOLS

  • ITR Practice Workpaper with tax tables included, ensuring consistency, accuracy, and faster reviews.

  • Rental Property Income & Expense Schedule to reconcile records, prevent ATO red flags, and support audit readiness.

  • CGT Cost Base Tracker to record purchase details and track improvements over time.

CLIENT FACING PRESENTATION & DELIVERY

  • Branded Tax Return Front Cover to add polish and elevate perceived value.

  • Branded Logbook to help clients track car usage and stay compliant with ATO requirements.

FACTSHEETS & EDUCATIONAL RESOURCES

  • Work From Home Diary Template to support substantiation.

  • Proof of Identity Factsheet to explain verification standards.

  • Private Health Insurance Rebate Factsheet to simplify complex ATO rules and save explanation time.

What's Included?

CLIENT COMMUNICATION & ONBOARDING

✅ Editable Client Information Sheet to capture all new client details with professionalism.

✅ Pre-written Email Scripts to set expectations, share updates and highlight ATO focus areas for 2025.

✅ ITR Master Fee Schedule with pricing guidance and standardised invoicing processes.

QUESTIONNAIRES TO COLLECT KEY INFO

✅ ITR Client Questionnaire to ensure clients provide everything upfront and streamline lodgements.

✅ Rental Property Questionnaire to capture complete property details, avoid missed claims, and reduce follow-ups.

WORKPAPERS & COMPLIANCE TOOLS

✅ ITR Practice Workpaper with tax tables included, ensuring consistency, accuracy, and faster reviews.

✅ Rental Property Income & Expense Schedule to reconcile records, prevent ATO red flags, and support audit readiness.

✅ CGT Cost Base Tracker to record purchase details and track improvements over time.

CLIENT FACING PRESENTATION & DELIVERY

✅ Branded Tax Return Front Cover to add polish and elevate perceived value.

✅ Branded Logbook to help clients track car usage and stay compliant with ATO requirements.

FACTSHEETS & EDUCATIONAL RESOURCES

✅ Work From Home Diary Template to support substantiation.

✅ Proof of Identity Factsheet to explain verification standards.

✅ Private Health Insurance Rebate Factsheet to simplify complex ATO rules and save explanation time.

Grab the 2025 Tax Time Bundle today!

YOUR INVESTMENT

$647

These are the very documents that I developed, perfected and used in my practice for 18 years and one of them I developed whilst a manager of another practice. They work!

What you'll get:

  • New Individual Client Information Sheet (Word)
  • Email Scripts (Word)
  • Individual ITR Master Fee Schedule (Excel)
  • ITR Client Questionnaire (Word)
  • Rental Property Client Questionnaire (Word)
  • ITR Practice Workpaper (Excel & PDF) 
  • Rental Property Income and Expense Schedule (Excel)
  • Rental Property CGT Cost Base Tracker (Excel)
  • Tax Return Front Cover (Word & PDF) 
  • Logbook (Word front cover and inserts)
  • Work From Home Diary Template
  • Fact Sheet – ATO Proof of Identity Check Requirements (Word)
  • Fact Sheet – Private Health Insurance Rebate (Word)
BUY NOW →
YOUR INVESTMENT

$647

These are the very documents that I developed, perfected and used in my practice for 18 years and one of them I developed whilst a manager of another practice. They work!

What you'll get:

✅ New Individual Client Information Sheet (Word)

✅ Email Scripts (Word)

✅ Individual ITR Master Fee Schedule (Excel)

✅ ITR Client Questionnaire (Word)

✅ Rental Property Client Questionnaire (Word)

✅ ITR Practice Workpaper (Excel & PDF) 

✅ Rental Property Income and Expense Schedule (Excel)

✅ Rental Property CGT Cost Base Tracker (Excel)

✅ Tax Return Front Cover (Word & PDF) 

✅ Logbook (Word front cover and inserts)

✅ Work From Home Diary Template

✅ Fact Sheet – ATO Proof of Identity Check Requirements (Word)

✅ Fact Sheet – Private Health Insurance Rebate (Word)

BUY NOW →

Hi, I'm Amanda.

I help accounting practice owners have better practices and better lives.

If your life has become surviving from one lodgement deadline to another, putting out fire after fire and thinking to yourself, “Surely things have to get better… things will turn eventually”, but you end up never really making progress, I’m here to help. 

When you work with me, you will learn so many strategies and develop a new mindset which will help you become a better business owner, boss, friend and parent and partner. 

You’ll be surprised at just how easy it can be. Book a call to get started.

Hear What Others Have To Say...

It’s been very helpful to me as a small solo practitioner and gives me the extra confidence to best run my practice and service my clients in future. I also enjoy being part of The Balanced Firm group with its friendly, inspiring and supportive community. Wishing you a happy and prosperous new financial year.

– VIVIAN

Thank you! These are awesome. I’m going to update what I’ve sent to clients already as this is way nicer! Definitely worth the investment – saves me days of trying to figure out what I want when you’ve already done it.

– SOPHIE

As someone who bought this last year (& just ordered a revamped set for this year) - it was well worth it.. My clients loved it, saved me a hell of a lot of time.. I'm going to email mine out earlier this year so clients can start reviewing it now rather than just when they request a meeting.

– MELINDA

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