2024 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!


Here's what you'll get...

  • ITR Practice Workpaper (Excel & PDF) – every accountant in your practice completes this workpaper, ensuring everything is picked up and it looks very professional as you work through the return with your client. Capture everything on this workpaper during your client appointment or as you are sorting through dropped off records and then data entry directly from the worksheet.
  • ITR Client Questionnaire (Word)  client completes prior to appointment or record drop in and it ensures that they bring all of the information in and makes ITR preparation easier. In most cases, the tax return can be completed in one sitting as no going back and forward chasing outstanding documents.
  • Rental Property Client Questionnaire (Word) – client completes prior to appointment or drop in and benefits are as above. No worries about them leaving their agent rental summary or loan statements at home!
  • ITR Master Fee Schedule (Excel)  this schedule is for everyone’s desk 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 Menu of Services Price List.
  • ITR Fee Request Schedule (Excel) – this ready reckoner slip can be given to your admin team to bill while you are still in with the client. The invoice can be waiting for them at reception allowing them to pay on the day and you can attend to lodgement on the day.
  • Tax Return Front Cover (Word) – a front cover in your brand colours and with your logo and contact details on it to be attached to the front of your PDF ITR bundle or printed ITR bundle which finishes the package off and makes it look professional and in the clients’ eyes more valuable than a few pieces of paper with numbers on it.
  • Logbook (Word front cover and inserts) – again in your brand colours and with your logo and contact details on it you have a professional product that doesn’t cost a lot to produce – a nice little giveaway for clients with motor vehicle claims.
  • Rental Property Income and Expense schedule (Excel) – a complete workbook that allows you to capture and summarise information from the agent (monthly or annual statement), you can hyperlink that document for ready reference and for use in the event of an ATO review/audit, capture all loan transactions for the year including drawdowns which may affect the deductibility of interest borrowing costs and bank charges with this information all flowing into the final income and expense schedule where you can capture additional income earned and expenses incurred.
  • Rental Property CGT schedule (Excel) – captures all purchase costs and allows you to keep adding capital costs during the years. Builds loyalty and again looks very professional from a clients point of view.
  • New Client Information and ITR Terms of Engagement (Word) – captures ALL new client information and sets the scene for your firm’s professionalism and attention to detail.


“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”


“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”


“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. Thank you for supporting our businesses.”


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!