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:

• ITR Practice Workpaper (Excel & PDF)
• ITR Client Questionnaire (Word)
• Rental Property Client Questionnaire (Word)
• ITR Master Fee Schedule & ITR Fee Request Schedule (Excel)
• Tax Return Front Cover (Word)
• Logbook (Word front cover and inserts)
• Rental Property Income and Expense schedule (Excel)
• Rental Property CGT schedule (Excel)
• New Client Information and ITR
• Terms of Engagement (Word)
• Fact Sheet – ATO Proof of
• Identity Check Requirements (Word)
• Fact Sheet – Private Health Insurance Rebate (Word)