2025 Tax Time Bundle

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)