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)