✓ 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 CGT schedule (Excel)
✓ New Client Information and ITR Terms of Engagement (Word)
✓ Fact Sheet – Private Health Insurance Rebate (Word)
All documents come as a bundle personalised with your logo and brand colours. If you are wanting the hard work done for you, this is a no brainer!
“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 Balance Firm group with its friendly, inspiring and supportive community. Wishing you a happy and prosperous new financial year”
Vivian
“I’m very, very impressed with my bundle – a massive thank you for offering this opportunity – the time it will save me is a godsend – and everything looks utterly fantastic – very professional & crisp. Love love love ..”
Janette
“Hey Amanda, received mine today and I love them! They are so well set and very comprehensive. Have already sent the new client details and engagement form to a new client that just called! So much better than the one I created! Thanks so much!”
Nicole
“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”
Melissa
“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
“I love all the items in the bundle. I like the fee schedule which I don’t currently have and am always put on the spot when asked about simple ITR fees! This will help to avoid this!”
Tracey
“Just wanted to say thank you so much for my tax bundle, especially with my Logo already placed. Love your workpapers, they are clear, concise and to the point whilst also looking attractive and professional. Am going to definitely put them all to good use. Thankyou for supporting our businesses.”
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Let me do the hard work for you! I will brand my entire bundle of tax time documents with your logo and brand colours ready for you to distribute and use. Free up time to be working on other areas of your business!
