CLIENT COMMUNICATION & ONBOARDING
Set the tone early with clear fees, expectations and communication.

• New Individual Client Information Sheet (Word)  - captures ALL new client information and sets the scene for your firm’s professionalism and attention to detail.
• Email Scripts (Word) – for sending questionnaires, confirming appointments, wishing clients a happy new financial year, outlining your tax return process, communicating any practice updates, and highlighting the ATO’s key focus areas for 2025 - all designed to elevate your client communication and set expectations from the outset.
• Individual ITR Master Fee Schedule (Excel) – this schedule can be used firm-wide so they know what to quote and charge, making the invoicing process streamlined, standardised and less taxing. Complete with an indicative current pricing for 15 itemised service taken from my comprehensive Pricing Guide and Menu of Services List.

QUESTIONNAIRES TO COLLECT KEY INFO

Get everything upfront and skip the email ping-pong. These questionnaires aren't just forms - they’re carefully worded client communication tools designed to:
✅ Encourage completion
✅ Outline ATO risks and focus areas for 2025
✅ Serve as a Client Update Form
✅ Support your compliance obligations

Each one includes educational prompts to ensure clients take the process seriously and understand why thorough responses are in their best interest.

•  ITR Client Questionnaire (Word) - designed for clients to complete prior to their appointment or document drop-off, this practical tool ensures they bring all necessary information with them. It helps you clearly document what has and hasn’t been provided, reducing follow-ups and supporting your compliance obligations. Most tax returns can be completed in a single sitting - saving time and streamlining the entire process.
  
• Rental Property Client Questionnaire (Word) - completed before the appointment or document drop-off, this questionnaire ensures clients provide all the key rental property details upfront. No more chasing missing agent summaries, loan statements, or forgotten expenses. It improves accuracy, supports compliance, and allows you to complete the return more efficiently. Like the ITR version, it reduces back-and-forth and gives you everything you need to prepare a thorough, professional return.

WORKPAPERS TO COLLATE SUPPORTING INFO

• ITR Practice Workpaper (Excel & PDF) - a must-have for every accountant in your practice. This standardised workpaper ensures consistency, professionalism, and accuracy across your team.

  Use it during client appointments or when processing dropped-off records - simply capture all relevant data directly onto the sheet.

  This one-format approach makes reviewing jobs quicker, training new staff easier, and ensures continuity year to year - especially when different team members work on the same client.

  I also use this workpaper to manually calculate figures - reducing transposition and omission errors that can be costly and time-consuming.

  As a bonus, it includes the most commonly used tax tables - including tax rates, Medicare levy rates, and HECS/HELP repayment thresholds - making it a practical reference tool and valuable staff training resource.

• Rental Property Income and Expense Schedule (Excel) - comprehensive workbook designed to help you accurately capture, summarise, and reconcile key rental property information. It includes:

  • a sheet to summarise the agent’s statement 

  • a sheet dedicated to tracking loan movements, including redraws that may affect interest deductibility

  • a final summary sheet with clearly structured columns where all income and expenses flow through and two extra columns for Income received and expenses paid directly by the taxpayer and your adjustments for additional income, depreciation, building write-off, private use, or non-deductible portions

  This tool reduces the risk of common ATO red flags like duplicate claims, missing income, and incorrect loan interest deductions. It supports ATO audit readiness and helps you produce complete, compliant rental schedules your clients will value.

• Rental Property CGT Cost Base Tracker (Excel) - a practical tool to record purchase details and track capital improvements over time. Easily updated year after year, this tracker helps ensure clients don’t miss valuable deductions when it comes time to sell. It demonstrates your attention to detail, builds trust and loyalty, and presents a polished, proactive approach your clients will truly value.

CLIENT-FACING PRESENTATION & DELIVERY
Add a layer of polish that sets you apart. 

• Tax Return Front Cover (Word & PDF) - a polished front cover featuring your brand colours, logo, and contact details to attach to your printed or PDF ITR bundle. It transforms your final package into something that looks and feels professional - elevating the perceived value well beyond just “a few pages of numbers” in your client’s eyes.
• Logbook (Word front cover and inserts) -branded in your colours with your logo and contact details, this professional-looking resource is simple to produce and makes a great value-add for clients with motor vehicle claims.
  It supports ATO compliance by helping clients accurately track their work-related car usage and satisfy substantiation requirements. Ideal to hand out during tax time or include in your welcome pack when onboarding new clients - it’s a thoughtful, practical tool that keeps your brand front of mind and reinforces your commitment to quality.

FACTSHEETS & EDUCATIONAL ADD-ONS
Add value, reinforce your expertise, and empower your clients with the information they need to stay informed and compliant.

• Work From Home Diary Template - A practical, easy-to-use tool your clients can use to track hours worked from home, supporting ATO substantiation requirements. Also a great conversation starter to reinforce your commitment to compliant claims.
• Factsheet: Proof of Identity Requirements - Explains the ATO client verification standards and what documentation clients need to provide. Reassures clients about privacy while demonstrating your professionalism and duty of care.
• Factsheet: Private Health Insurance Rebate Adjustment - This factsheet provides a general overview of how the Private Health Insurance Rebate is income tested, what happens if a client exceeds the income threshold, and how they might avoid an unexpected repayment when lodging their return.

⚠️ Important Note: This is not personal tax advice from myself. It’s a collation and summary of publicly available information, presented in easy-to-understand language to help your clients make sense of the adjustment. It’s particularly useful for saving time and avoiding having to explain the same thing repeatedly - especially during tax time.

Each of these resources are client-ready and can be emailed, printed, or included in your annual communications to save time, educate, and strengthen your advisory position.