Personalised Bundle

2021 Tax Time Bundle for Individual ITR Clients

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 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!

What people are saying

Ready to save time and have all your tax time documents look professional?

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! 

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